- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 2020 Calamos Court, Naperville, IL 60563, USA United States of America
- IPO Date
- Jun 25, 2025
- Business
- Calamos ETF Trust (CAIE) serves as a statutory trust that issues and offers exchange-traded funds focused on alternative investment strategies, including autocallable income generation, structured protection with downside buffers, convertible equity alternatives, closed-end fund income and arbitrage, and sustainable global equities; its core offerings encompass the Calamos Autocallable Income ETF (CAIE), which seeks high monthly income tied to U.S. large-cap equity performance through total return swaps on autocallable yield notes, collateralized by U.S. Treasury bills and cash equivalents; the Calamos Nasdaq Autocallable Income ETF (CAIQ); Calamos Nasdaq Equity & Income ETF (CANQ); Calamos CEF Income & Arbitrage ETF (CCEF); and Calamos Convertible Equity Alternative ETF (CVRT). The Trust also provides extensive suites of structured alternative protection ETFs, such as Bitcoin-linked series (e.g., CBOJ, CBXJ, CBTJ across quarterly resets and laddered options like CBOL), S&P 500-linked series (e.g., CPSY through CPSD and laddered CPSL), Nasdaq-100-linked series (e.g., CPNM, CPNJ), and Russell 2000-linked series (e.g., CPRY, CPRA); additionally, it offers the Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) targeting high-quality sustainable companies worldwide. Organized under Delaware law with principal offices in Wilmington, Delaware, and operations managed from Naperville, Illinois by Calamos Investments LLC, established in 1977, the Trust primarily targets retail and institutional investors seeking yield enhancement, downside protection, and diversified equity exposure through tax-efficient ETF structures listed on NYSE Arca.
In recent developments, Calamos ETF Trust launched the flagship CAIE in June 2025 with J.P. Morgan as swap counterparty, marking the first ETF of its kind and earning industry recognition for innovation; the Trust followed with CAIQ, the second autocallable income ETF focused on U.S. technology via Nasdaq exposure, anticipated for Q4 2025 listing amid strong demand for CAIE. The Trust expanded its structured protection offerings with laddered ETFs like CPSL in September 2024, providing systematic access to 100% downside protection on S&P 500 outcomes, and continued rolling out quarterly Bitcoin, S&P 500, Nasdaq-100, and Russell 2000 protection ETFs through 2025. These launches build on Calamos Investments' broader alternatives expansion, including partnerships with Aksia for private markets interval funds, though the Trust focuses exclusively on its public ETF portfolio serving U.S. and global markets.