Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CPRJ)

28 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — CPRJ

Based on 28 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 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
28 hedge funds hold CPRJ 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.
🚀

Fast accumulation — +65% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+65% 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.
🟡

Slight buying edge — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 2 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 0% conviction (2yr+) ■ 75% medium ■ 25% 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.
📊

Peak discovery — momentum slowing

4 → 8 → 4 → 2 → 7 new funds/Q
New funds entering each quarter: 8 → 4 → 2 → 7. CPRJ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 4% veterans, 50% new entrants

■ 4% veterans ■ 46% 1-2yr ■ 50% new
Of 28 current holders: 1 (4%) held 2+ years, 13 held 1–2 years, 14 (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
2 of 28 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 2026 Q2, 15 hedge funds were net buyers of CPRJ (7 opened a new position, 8 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CPRJ
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 26 7.69%
13F Shares 585K 489K 19.61%
Total Value $13M $12M 9.13%
New Positions 7 2 +5
Increased Positions 8 3 +5
Closed Positions 5 2 +3
Reduced Positions 7 10 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPRJ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

28 + 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 CPRJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Camelot Portfolios, LLC 0.50% 25,760 $713K
2 Jim Saulnier & Associates, LLC 0.41% 37,159 $1.0M
3 Investment Partners Asset Management, Inc. 0.34% 22,016 $609K
4 Owen LaRue, LLC 0.17% 17,925 $496K
5 Centaurus Financial, INC. 0.10% 96,395 $2.7M
6 Innovative Asset Advisors Group, LLC 0.06% 5,134 $142K
7 Able Wealth Management LLC 0.06% 9,230 $255K
8 Amplius Wealth Advisors, LLC 0.05% 26,500 $733K
9 Calamos Wealth Management LLC 0.04% 42,914 $1.2M
10 Mjp Associates Inc /Adv 0.03% 9,645 $267K
11 Fiduciary Financial Advisors 0.02% 6,861 $190K
12 Advisor OS, LLC 0.02% 9,645 $267K
13 PFG Advisors 0.02% 11,906 $329K
14 Sound Income Strategies, LLC 0.01% 7,710 $213K
15 Sigma Planning Corp 0.01% 10,703 $296K
16 Creative Financial Designs Inc /Adv 0.00% 3,051 $84K
17 Vestmark Advisory Solutions, Inc. 0.00% 9,230 $255K
18 Commonwealth Equity Services, LLC 0.00% 53,281 $1.5M
19 Harbour Investments, INC. 0.00% 1,025 $28K
20 Farther Finance Advisors, LLC 0.00% 1,094 $30K
21 Susquehanna International Group, LLP 0.00% 72,609 $2.0M
22 IFP Advisors, Inc 0.00% 310 $9K
23 Osaic Holdings, INC. 0.00% 3,000 $83K
24 Northwestern Mutual Wealth Management Co 0.00% 1,232 $34K
25 Jpmorgan Chase & Co 0.00% 185 $5K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CPRJ holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 28 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 — 25% 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.

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