SCHEDULE: Truist Financial Discloses 6.4% Stake in Calamos ETF Trust

Truist Financial Corporation has filed an amended Schedule 13G, disclosing a 6.4% beneficial ownership stake in Calamos ETF Trust as of June 30, 2025.

Summary

• Truist Financial Corporation, through its subsidiary Truist Advisory Services, Inc., reported beneficial ownership of Exchange Traded Fund securities of Calamos ETF Trust.
• The filing is an Amendment No. 1 to a Schedule 13G, indicating an update to a previously disclosed position.
• The reported shares are held with sole dispositive power, meaning Truist has the power to sell or direct the sale of these shares, but no voting power.
• Truist certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The document is a neutral, factual disclosure of beneficial ownership, as required by SEC regulations. It does not contain positive or negative performance indicators or forward-looking statements that would influence sentiment.

Future Outlook

NA

Industry Context

This filing reflects a routine disclosure of a significant ownership stake by a major financial services holding company, Truist Financial Corporation, in an Exchange Traded Fund managed by Calamos ETF Trust. Such disclosures are standard for institutional investors holding more than 5% of a class of securities and provide transparency into market participants' positions.

Stakeholder Impact

• Shareholders of Calamos ETF Trust gain transparency regarding a significant institutional holder's stake.
• The market receives updated information on the ownership structure of the Exchange Traded Fund.

Key Dates

Keywords

Truist Financial, Calamos ETF Trust, Schedule 13G, Beneficial Ownership, Exchange Traded Fund, ETF, Investment Adviser, Holding Company, SEC Filing