Calamos ETF Tr (CPNJ) Hedge Fund Ownership (Q2 2026)

Calamos ETF Tr (CPNJ)

31 + Investors. Track Smart Money conviction in CPNJ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CPNJ

Based on 31 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CPNJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

31 hedge funds hold CPNJ right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 71% buying

17 buying7 selling

Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 5 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 19% entered in last year

■ 23% conviction (2yr+) ■ 58% medium ■ 19% new

Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~6 new funds/quarter

13 → 5 → 5 → 3 → 6 new funds/Q

New funds entering each quarter: 5 → 5 → 3 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 45% new entrants

■ 0% veterans ■ 55% 1-2yr ■ 45% new

Of 31 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 14 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

1 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	31	28	10.71%
13F Shares	546K	419K	30.23%
Total Value	$13M	$10M	27.47%
New Positions	6	3	+3
Increased Positions	11	2	+9
Closed Positions	3	6	-3
Reduced Positions	4	12	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

10.71%

13F Shares

546K

419K

30.23%

Total Value

$13M

$10M

27.47%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CPNJ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CPNJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Jim Saulnier & Associates, LLC	0.55%	49,128	$1.4M
2	WealthTrust Asset Management, LLC	0.30%	20,029	$553K
3	Investment Partners Asset Management, Inc.	0.18%	12,012	$332K
4	Innovative Asset Advisors Group, LLC	0.13%	10,690	$295K
5	Cyr Financial Inc.	0.12%	8,132	$225K
6	NBZ Investment Advisors LLC	0.10%	9,515	$263K
7	Amplius Wealth Advisors, LLC	0.04%	20,500	$566K
8	Centaurus Financial, INC.	0.03%	31,321	$865K
9	PFG Advisors	0.03%	19,433	$537K
10	Mjp Associates Inc /Adv	0.02%	7,760	$214K
11	Calamos Wealth Management LLC	0.02%	24,703	$683K
12	Advisor OS, LLC	0.01%	7,760	$214K
13	Burkett Financial Services, LLC	0.01%	1,484	$41K
14	Sound Income Strategies, LLC	0.01%	9,672	$267K
15	Fiduciary Financial Advisors	0.01%	3,816	$105K
16	Cyndeo Wealth Partners, LLC	0.01%	7,700	$213K
17	Mutual Advisors, LLC	0.01%	14,234	$393K
18	Old Mission Capital LLC	0.01%	14,650	$405K
19	Harbour Investments, INC.	0.01%	16,818	$465K
20	Ashton Thomas Private Wealth, LLC	0.00%	5,799	$160K
21	Concurrent Investment Advisors, LLC	0.00%	9,552	$264K
22	Cetera Investment Advisers	0.00%	62,675	$1.7M
23	Commonwealth Equity Services, LLC	0.00%	30,365	$839K
24	IFP Advisors, Inc	0.00%	850	$23K
25	Creative Financial Designs Inc /Adv	0.00%	238	$7K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Calamos ETF Tr (CPNJ)

What does the Smart Money Trend signal show for CPNJ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CPNJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CPNJ?

More buyers than sellers — 71% buying: Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPNJ holders?

Smaller funds dominant — 3% AUM from top-100: 1 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPNJ?

Mostly new holders — 19% entered in last year: Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Calamos ETF Tr (CPNJ)

Smart Money Signals — CPNJ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 19% entered in last year

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 0% veterans, 45% new entrants

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — CPNJ

Hedge Fund Ownership: CPNJ

Market Analysis: CPNJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPNJ

Hedge Fund Positioning: CPNJ

Statistics: CPNJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Calamos ETF Tr (CPNJ)

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