Calamos Autocallable Income ETF (CAIE)
Calamos Leverages Equity Options Heritage With New ETF
On Tuesday, August 4, Calamos Investments expanded its collection of alternative ETF offerings with the launch of the Calamos Active Hedged Equity ETF (CHDG). An active equity options ETF, CHDG looks to provide compelling total return while mitigating volatility.
Derivative ETFs: Monetizing Market Uncertainty
Major benchmarks might be hovering near record highs, but narrowing breadth and renewed rate fears have capped investor conviction. Polling from VettaFi's latest Midyear Market Outlook Symposium reflects a stark split among the bulls, the bears, and advisors preferring to wait out the macro crosscurrents before deploying fresh capital.
First Calamos Autocallable ETF Celebrates 1-Year Anniversary
First Calamos Autocallable ETF Celebrates 1-Year Anniversary It's no understatement to say that the Calamos Autocallable Income ETF (CAIE) has gone on quite a journey in the year that it's been on the market. First launched on June 25, 2025, CAIE has now celebrated its first birthday.
Calamos Flagship Autocallable ETF Passes $1 Billion in AUM
In the ETF market, when a fund hits $1 billion in assets under management, it not only warrants celebration, but a closer look into the fund's investment approach. Recently, that day came for the Calamos Autocallable Income ETF (CAIE).
CAIE: A 14% Buy For A Choppy 2026
Calamos Autocallable Income ETF is rated a conditional Buy for 2026, offering a high ~14% distribution rate via structured equity-linked income. CAIE is best suited for flat-to-moderately positive markets, where its structure can monetize equity-linked coupons without requiring strong equity rallies. The ETF's laddered autocallable approach reduces date risk and provides daily liquidity, but principal can be impaired in severe market downturns.
Wrap-Up From VettaFi's Q2 Market Outlook Symposium
The Q2 Market Outlook Symposium, Defining the Quarter Ahead, held on April 30, 2026, brought together industry leaders to dissect the evolving macroeconomic landscape and highlight sophisticated strategies for the modern portfolio.
Alternative ETFs: Expanding Access
While the ETF industry is sometimes scrutinized for packaging niche investments into a retail wrapper, ETFs have historically been one of the key ways to democratize access to legitimate “hard-to-reach” investment strategies. The ETF wrapper has made many of these exposures more convenient to buy and easier to incorporate into portfolios.
CAIE: An ETF For Synthetic Autocallable Exposure, Hold
Calamos Autocallable Inc ETF offers retail investors synthetic autocallable exposure with a 10.38% TTM yield, distributed monthly, and a 0.74% expense ratio. CAIE's payoff is non-linear, with income dependent on S&P 500 performance; downside risk is triggered only if the index falls below -40%. Compared to covered call ETFs like JEPI and XYLD, CAIE has underperformed in recent sideways markets, offering less upside and similar risk asymmetry.
Calamos Showcases Autocallable Interest With Latest ETF Award
When an investor is seeking to evaluate the viability of an ETF strategy, usually one of the go-to methods is to examine how the fund is performing after it has been on the market for a year or so.
Tackle Efficient Practice Management With Autocallable ETFs
When it comes to improving practice management, one of the most crucial aspects to consider is operational efficiency. Improving operational efficiency can provide a plethora of different benefits to advisors of all kinds.
Looking Beyond Bonds? Give Autocallables a Shot
With cash yields growing less appealing and the rate cutting cycle uncertain, it may be time to seek consistent income through autocallables.
Will Autocallable Income ETFs Keep Building Steam in 2026?
The new year may be in full swing, but many advisors and investors are wondering if the winners of 2025 are going to keep pace in 2026. One investment strategy that emerged as a particular victor in 2025 was the autocallable income ETF.
First Calamos Autocallable ETF Passes Half Billion in AUM
When an outside-the-box ETF comes to the market, it's oftentimes worth checking in to see how the fund is doing after an extended period of trading. Well, the Calamos Autocallable Income ETF (CAIE) has been on the market since June 25, 2025.
CAIE: Clever Tool For Monetizing Stock Returns
Calamos US Eq Autocallable Income ETF (CAIE) offers a unique structure to convert long-term equity returns into high-yield monthly income. CAIE employs autocallable market-indexed notes, delivering equity-like upside as coupon payments and achieving an annualized yield near 15% since inception. The fund's design diversifies maturities and manages drawdown risk, with positive total returns even amid recent market weakness.
Autocallables: A Potential Tool for Slower U.S. Growth
If concerns over slowing U.S. growth become a reality, autocallable income ETFs might be in pole position to meet the moment.
ETF Gratitude: A Record-Breaking Year and the Power of Choice
I hope you all had a wonderful holiday break with friends and family, and a chance to express gratitude. As a proud member of the ETF industry, I have a lot to be thankful for in 2025.
ETF Prime: Calamos' Matt Kaufman Unpacks Autocallable Strategies
On this week's episode of ETF Prime, Nate Geraci hosted a detailed discussion featuring Matt Kaufman, the global head of ETFs for Calamos Investments about the Calamos Autocallable Income ETF (CAIE), the first auto callable ETF on the market, which launched in June.
Tap Into Derivative Demand With Autocallable ETFs
Advisors and investors shouldn't expect the demand for derivative income ETFs to taper down any time soon. After all, these kinds of funds have already offered a compelling use case for navigating this year's macroeconomic environment.
CAIE: First ETF To Offer Exposure To Laddered Autocallables, But With Inherent Risks
Calamos US Eq Autocallable Income ETF offers retail investors access to autocallable notes, previously reserved for institutional investors, in an ETF format. CAIE provides a 14% distribution rate with a -40% downside buffer, using E-Mini S&P 500 futures as its reference index via a total return swap. Risks include principal at risk, limited upside, reinvestment risk, and mark-to-market volatility, especially during market downturns or risk-off events.
Calamos Plans for Second Autocallable Income ETF (CAIQ)
Calamos Plans for Second Autocallable Income ETF (CAIQ), Extending Its First-Mover Leadership in Autocallable ETFs Following Strong Demand for Award-Winning CAIE Metro Chicago, Illinois, September 25, 2025– John Koudounis, President and CEO of Calamos, a leading alternatives manager, announced the anticipated Q4 listing of the U.S. Tech Autocallable Income ETF (CAIQ).