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

Calamos ETF Tr (CPNQ)

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

Smart Money Signals — CPNQ

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their CPNQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 91% of 1.8Y peak

91% of all-time peak

21 funds currently hold this stock — 91% of the 1.8-year high of 23 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q

+3 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🔴

Heavy selling pressure — only 30% buying

7 buying16 selling

Last quarter: 16 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 5 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 29% entered in last year

■ 0% conviction (2yr+) ■ 71% medium ■ 29% new

Only 0 funds (0%) 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 — ~5 new funds/quarter

4 → 2 → 5 → 6 → 5 new funds/Q

New funds entering each quarter: 2 → 5 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 38% new entrants

■ 0% veterans ■ 62% 1-2yr ■ 38% new

Of 21 current holders: 0 (0%) held 2+ years, 13 held 1–2 years, 8 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

1 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	21	23	-8.7%
13F Shares	307K	724K	-57.57%
Total Value	$8M	$17M	-55.41%
New Positions	5	6	-1
Increased Positions	2	7	-5
Closed Positions	7	2	+5
Reduced Positions	9	5	+4
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

-8.7%

13F Shares

307K

724K

-57.57%

Total Value

$8M

$17M

-55.41%

New Positions

-1

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:

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

Top 18 CPNQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Jim Saulnier & Associates, LLC	0.28%	25,481	$698K
2	Maripau Wealth Management LLC	0.21%	21,389	$586K
3	Rooted Wealth Advisors, Inc.	0.08%	12,651	$347K
4	Claro Advisors Inc.	0.04%	14,795	$406K
5	Leelyn Smith, LLC	0.03%	9,813	$269K
6	Signal Advisors Wealth, LLC	0.03%	21,378	$586K
7	Regatta Research & Money Management	0.03%	1,098	$30K
8	Harbour Investments, INC.	0.02%	57,429	$1.6M
9	Calamos Wealth Management LLC	0.01%	14,285	$392K
10	Old Mission Capital LLC	0.01%	17,517	$480K
11	Sigma Planning Corp	0.01%	7,472	$205K
12	Creative Financial Designs Inc /Adv	0.00%	2,872	$79K
13	Fiduciary Financial Advisors	0.00%	610	$17K
14	Commonwealth Equity Services, LLC	0.00%	44,187	$1.2M
15	Cetera Investment Advisers	0.00%	17,425	$478K
16	Osaic Holdings, INC.	0.00%	830	$23K
17	Susquehanna International Group, LLP	0.00%	9,251	$254K
18	UBS Group AG	0.00%	102	$3K

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 (CPNQ)

What does the Smart Money Trend signal show for CPNQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CPNQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CPNQ?

Heavy selling pressure — only 30% buying: Last quarter: 16 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CPNQ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPNQ?

Mostly new holders — 29% entered in last year: Only 0 funds (0%) 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 (CPNQ)

Smart Money Signals — CPNQ

Selling streak — 1 quarter in a row

High ownership — 91% of 1.8Y peak

Steady growth — +17% more funds vs a year ago

Heavy selling pressure — only 30% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 29% entered in last year

Steady discovery — ~5 new funds/quarter

Mixed cohorts — 0% veterans, 38% new entrants

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — CPNQ

Hedge Fund Ownership: CPNQ

Market Analysis: CPNQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPNQ

Hedge Fund Positioning: CPNQ

Statistics: CPNQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Calamos ETF Tr (CPNQ)

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