Calamos Antetokounmpo Global Sustainable Equities ETF
SROI
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 2020 Calamos Court Naperville IL United States of America 60563
- IPO Date
- Feb 6, 2023
- Website
- calamos.com
- Similar Companies
- Business
- Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in a portfolio of high-quality, growth-oriented global equities selected through an integrated fundamental and proprietary sustainable process. The fund targets companies across developed and emerging markets, spanning all market capitalizations, that demonstrate strong environmental, social, and governance (ESG) characteristics, above-average growth potential, higher returns on capital, and competitive advantages; it employs exclusionary screens, materiality assessments, and environmental/social impact scoring as part of its three-pronged ESG evaluation framework. Key holdings include leading firms such as Alphabet Inc., Microsoft Corp., Apple Inc., NVIDIA Corp., and Taiwan Semiconductor Manufacturing Co., with significant allocations to information technology (27%), industrials (16%), and financials (15%); the portfolio is diversified across regions including North America (53%), Europe (27%), and Asia/Pacific (16%). The ETF, which lists on NYSE Arca under the ticker SROI with an expense ratio of 0.95%, was launched on February 3, 2023, as part of Calamos ETF Trust sponsored by Calamos Investments LLC, a diversified global investment firm headquartered in the Chicago metropolitan area with additional offices in New York, San Francisco, Milwaukee, Portland, and Miami. SROI is managed by Calamos Antetokounmpo Asset Management LLC, a joint venture between Calamos Advisors LLC and an entity controlled by NBA superstar Giannis Antetokounmpo, with a commitment to donate a portion of the adviser's profits to charities focused on economic empowerment, financial education, and youth development in underserved communities. Recent developments include Calamos Investments' expansion of its ETF lineup and private markets offerings through strategic partnerships with Aksia, such as the July 2025 launch of the Calamos Aksia Private Equity & Alternatives Fund (CAPVX) providing retail access to buyouts, growth equity, and venture capital; the October 2025 introduction of the Calamos and Aksia Hedged Strategies Fund (HEDGX); and plans for a second autocallable income ETF (CAIQ) following the success of its predecessor. These initiatives reflect Calamos' broader push into alternatives, ETFs, and sustainable strategies amid growing demand, while SROI maintains its focus on global sustainable equities with approximately $16.6 million in assets under management as of late 2025.