CALAMOS ETF TR (CPSD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

CALAMOS ETF TR (CPSD)

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

Smart Money Signals — CPSD

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 4Q

For 1 consecutive quarter, more hedge funds added CPSD 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

32 hedge funds hold CPSD right now — the highest count in 1.2 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 — +23% more funds vs a year ago

fund count last 5Q

+6 new funds entered over the past year (+23% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 58% buying

15 buying11 selling

Last quarter: 15 funds bought or added vs 11 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.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new CPSD position: 7 → 5 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

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 — ~9 new funds/quarter

7 → 5 → 2 → 9 new funds/Q

New funds entering each quarter: 7 → 5 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 32 current holders: 32 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

2 of 32 holders rank in the top 100 by AUM, but together hold only 5% 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	32	28	14.29%
13F Shares	988K	1M	-16.58%
Total Value	$26M	$30M	-14.97%
New Positions	9	2	+7
Increased Positions	6	5	+1
Closed Positions	5	5	-
Reduced Positions	6	8	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

14.29%

13F Shares

988K

-16.58%

Total Value

$26M

$30M

-14.97%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

32 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of CPSD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	STOLZ & ASSOCIATES, PS	0.77%	42,091	$1.1M
2	Cyr Financial Inc.	0.60%	39,057	$1.0M
3	BURKETT FINANCIAL SERVICES, LLC	0.46%	52,246	$1.4M
4	New England Capital Financial Advisors LLC	0.40%	56,586	$1.5M
5	ADAMSBROWN WEALTH CONSULTANTS LLC	0.07%	10,500	$272K
6	Claro Advisors Inc.	0.05%	16,386	$425K
7	Signal Advisors Wealth, LLC	0.02%	13,865	$359K
8	WEDBUSH SECURITIES INC	0.01%	10,700	—
9	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	3,046	$79K
10	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	58,773	$1.5M
11	CX Institutional	0.00%	374	—

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 (CPSD)

What does the Smart Money Trend signal show for CPSD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CPSD 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 CPSD?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 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 CPSD holders?

Smaller funds dominant — 5% AUM from top-100: 2 of 32 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPSD?

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.

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CALAMOS ETF TR (CPSD)

Smart Money Signals — CPSD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 38% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Hedge Fund Ownership: CPSD

Market Analysis: CPSD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPSD

Hedge Fund Positioning: CPSD

Statistics: CPSD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — CALAMOS ETF TR (CPSD)

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