Calamos Antetokounmpo Global Sustainable Equities

SROI • ARCA

Calamos Antetokounmpo Global Sustainable Equities is an exchange-traded fund on ARCA. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $8.5M. Arlington Financial Advisors, LLC is the largest holder with a position valued at $5.2M.

Overview

Overview of institutional ownership in SROI as of Q3 2025

All Institutions

Institutions: 8
Value Held: $8.5M
Shares Held: 257.5K
Avg Position: $1.1M
Median Position: $274.6K

Hedge Funds

Hedge Funds: 1
Value Held: $1.3M
Shares Held: 39.9K
Avg Position: $1.3M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in SROI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Arlington Financial Advisors, LLC Institution	-	$5.2M 0.76% of portfolio	156.9K shares	Q1 2023 Held for 2y 8m	$679.2M
FIGURE 8 INVESTMENT STRATEGIES LLC RIA/Wealth	Lisa Michele Cooper CEO	$1.4M 1.27% of portfolio	42.9K shares	Q4 2024 Held for 11 months	$111.5M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$1.3M 0.00% of portfolio	39.9K shares	Q2 2025 Held for 5 months	$122.08B
C Calamos Wealth Management LLC RIA/Wealth	John Spiro Koudounis CEO	$334.7K 0.01% of portfolio	10.1K shares	Q4 2023 Held for 1y 11m	$2.7B
A Advisor Group Holdings, Inc. Institution	-	$214.5K 0.00% of portfolio	6.7K shares	Q1 2025 Held for 8 months	$71.0B
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	$24.8K 0.00% of portfolio	750.0 shares	Q2 2025 Held for 5 months	$1.5B
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	$5.3K 0.00% of portfolio	160.0 shares	Q3 2025 Held for 2 months	$19.1B
C City State Bank Institution	-	$661.0 0.00% of portfolio	20.0 shares	Q2 2023 Held for 2y 5m	$346.0M
UBS Group AG Institution	Sergio P. Ermotti CEO	- 0.00% of portfolio	- shares	Q3 2024 Held for 1y 2m	$511.54B

Net Capital Flow

Institutional buying and selling activity for SROI in Q3 2025

Traded: +$565.5K
Buyers: 3
Sellers: 3
Total Bought: +$674.4K
Total Sold: −$108.9K
Avg Position: $944.6K

Biggest Buyers

Institution	Net Bought	Current Position
FIGURE 8 INVESTMENT STRATEGIES LLC RIA/Wealth	+$638.8K +19.3K shares	$1.4M 42.9K shares
A Advisor Group Holdings, Inc. Institution	+$30.2K +941.0 shares	$214.5K 6.7K shares
Sontag Advisory, LLC RIA/Wealth	+$5.3K +160.0 shares	$5.3K 160.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$101.4K −3.1K shares	$1.3M 39.9K shares
UBS Group AG Institution	−$5.3K −165.0 shares	Sold Off 0 shares
A Arlington Financial Advisors, LLC Institution	−$2.2K −68.0 shares	$5.2M 156.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SROI in Q3 2025

New Positions: 1
New Value: $5.3K
Exited Positions: 1
Exited Value: $5.3K

New Positions

Institution	Position Value
Sontag Advisory, LLC RIA/Wealth	$5.3K 160.0 shares

Exited Positions

Institution	Previous Position
UBS Group AG Institution	$5.3K 165.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SROI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SROI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FIGURE 8 INVESTMENT STRATEGIES LLC RIA/Wealth	Lisa Michele Cooper CEO	1.27% $1.4M	42.9K shares	Q4 2024 Held for 11 months	$111.5M
A Arlington Financial Advisors, LLC Institution	-	0.76% $5.2M	156.9K shares	Q1 2023 Held for 2y 8m	$679.2M
C Calamos Wealth Management LLC RIA/Wealth	John Spiro Koudounis CEO	0.01% $334.7K	10.1K shares	Q4 2023 Held for 1y 11m	$2.7B
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	0.00% $24.8K	750.0 shares	Q2 2025 Held for 5 months	$1.5B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $1.3M	39.9K shares	Q2 2025 Held for 5 months	$122.08B
A Advisor Group Holdings, Inc. Institution	-	0.00% $214.5K	6.7K shares	Q1 2025 Held for 8 months	$71.0B
C City State Bank Institution	-	0.00% $661.0	20.0 shares	Q2 2023 Held for 2y 5m	$346.0M
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	0.00% $5.3K	160.0 shares	Q3 2025 Held for 2 months	$19.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% -	- shares	Q3 2024 Held for 1y 2m	$511.54B

Hedge Fund Spotlight

Discover hedge funds investing in SROI

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Calamos Antetokounmpo Global Sustainable Equities

Market Value: $1.3M
Shares Held: 39.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%