Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CPRJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — CPRJ

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CPRJ 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
26 hedge funds hold CPRJ right now — the highest count in 1.8 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 0% conviction (2yr+) ■ 62% medium ■ 38% 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 — ~4 new funds/quarter

4 → 3 → 4 → 8 → 4 new funds/Q
New funds entering each quarter: 3 → 4 → 8 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 50% new entrants

■ 4% veterans ■ 46% 1-2yr ■ 50% new
Of 26 current holders: 1 (4%) held 2+ years, 12 held 1–2 years, 13 (50%) 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 26 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.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Institutional Sentiment Summary — CPRJ

In 2025 Q4, 6 hedge funds were net buyers of CPRJ (4 opened a new position, 2 added to an existing one), while 8 reduced or exited (8 trimmed their position) — a 43% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: CPRJ

How many hedge funds hold CPRJ — quarterly history vs. share price
Quarterly hedge fund ownership of CPRJ vs. share price

Market Analysis: CPRJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPRJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CPRJ
2026 Q1 Stats Unlock in 5 days 26 + Investors

Track Smart Money conviction in CPRJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 26 22 18.18%
13F Shares 513K 506K 1.32%
Total Value $14M $13M 2.7%
New Positions 4 8 -4
Increased Positions 2 2 -
Closed Positions 0 3 -3
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPRJ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 25 institutional holders of CPRJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Camelot Portfolios, LLC 0.53% 26,351 $710K
2 JIM SAULNIER & ASSOCIATES, LLC 0.49% 37,159 $1.0M
3 Investment Partners Asset Management, Inc. 0.35% 21,328 $575K
4 Owen LaRue, LLC 0.19% 18,205 $491K
5 Able Wealth Management LLC 0.07% 9,230 $249K
6 Amplius Wealth Advisors, LLC 0.06% 26,500 $714K
7 Calamos Wealth Management LLC 0.04% 42,982 $1.2M
8 MJP ASSOCIATES INC /ADV 0.03% 9,645 $260K
9 Advisor OS, LLC 0.02% 9,645 $260K
10 PFG Advisors 0.02% 11,906 $321K
11 Capital Analysts, LLC 0.01% 16,410 —
12 OLD MISSION CAPITAL LLC 0.01% 26,891 $725K
13 Sound Income Strategies, LLC 0.01% 5,072 $137K
14 Sigma Planning Corp 0.01% 8,503 $229K
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 3,000 $81K
16 Calamos Advisors LLC 0.00% 42,982 $1.2M
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 50,940 $1.4M
18 Cambridge Investment Research Advisors, Inc. 0.00% 16,747 —
19 Farther Finance Advisors, LLC 0.00% 4,245 $115K
20 HARBOUR INVESTMENTS, INC. 0.00% 1,400 $38K
21 IFP Advisors, Inc 0.00% 325 $9K
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 25,658 $691K
23 CWM, LLC 0.00% 821 $22K
24 MAI Capital Management 0.00% 200 $5K
25 UBS Group AG 0.00% 206 $6K
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 (CPRJ)

What does the Smart Money Trend signal show for CPRJ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CPRJ 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 CPRJ?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CPRJ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 26 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 CPRJ?

Mostly new holders — 38% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.