Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CPSL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — CPSL

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
29 hedge funds hold CPSL right now — the highest count in 2.0 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 — +123% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+123% 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 — 57% buying

17 buying13 selling
Last quarter: 17 funds bought or added vs 13 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 0% conviction (2yr+) ■ 52% medium ■ 48% 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

3 → 7 → 9 → 5 → 6 new funds/Q
New funds entering each quarter: 7 → 9 → 5 → 6. CPSL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 66% of holders entered in last year

■ 0% veterans ■ 34% 1-2yr ■ 66% new
Of 29 current holders: 19 (66%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
3 of 29 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — CPSL

In 2026 Q1, 17 hedge funds were net buyers of CPSL (6 opened a new position, 11 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 29.

Hedge Fund Ownership: CPSL

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

Market Analysis: CPSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPSL

-- --

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

Is It Too Late to Buy Calamos ETF Tr (CPSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CPSL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
CPSL
+2.4%
SPY
+14.9%

CPSL outperformed SPY by -12.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
CPSL
+0.3%
SPY
+1.1%

Since the filing became public, CPSL outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CPSL
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 29 -
13F Shares 2M 2M 19.57%
Total Value $52M $46M 12.77%
New Positions 6 5 +1
Increased Positions 11 12 -1
Closed Positions 6 2 +4
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPSL

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Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

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

QUARTER:
Top 25 CPSL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Burkett Financial Services, LLC 6.91% 740,310 $20.2M
2 Worth Asset Management, LLC 0.68% 66,994 $1.8M
3 Applied Capital LLC 0.30% 29,755 $810K
4 Amplius Wealth Advisors, LLC 0.17% 76,248 $2.1M
5 Centaurus Financial, INC. 0.10% 76,917 $2.1M
6 Family Office Research LLC 0.09% 7,794 $212K
7 Mutual Advisors, LLC 0.08% 135,467 $3.7M
8 Harbour Investments, INC. 0.07% 170,812 $4.7M
9 Prime Capital Investment Advisors, LLC 0.04% 117,199 $3.2M
10 Leelyn Smith, LLC 0.04% 9,578 $261K
11 TD Capital Management LLC 0.03% 14,125 $385K
12 Calamos Wealth Management LLC 0.03% 29,514 $804K
13 Legacy Wealth Managment, LLC/ID 0.03% 1,911 $52K
14 Smith, Moore & CO. 0.02% 8,383 $228K
15 HighTower Advisors, LLC 0.00% 135,992 $3.7M
16 Armstrong Advisory Group, Inc 0.00% 1,864 $51K
17 Commonwealth Equity Services, LLC 0.00% 84,180 $2.3M
18 Calamos Advisors LLC 0.00% 29,514 $804K
19 Geneos Wealth Management Inc. 0.00% 4,100 $112K
20 Cetera Investment Advisers 0.00% 80,990 $2.2M
21 Guardian Wealth Advisors, LLC / Nc 0.00% 1,157 $32K
22 Mml Investors Services, LLC 0.00% 13,678 $373K
23 Osaic Holdings, INC. 0.00% 21,020 $572K
24 Aptus Capital Advisors, LLC 0.00% 1,157 $32K
25 Royal Bank of Canada 0.00% 19,639 $535K
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 (CPSL)

What does the Smart Money Trend signal show for CPSL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CPSL?

Slight buying edge — 57% buying: Last quarter: 17 funds bought or added vs 13 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 CPSL holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 29 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 CPSL?

Mostly new holders — 48% 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.

Is it too late to buy Calamos ETF Tr (CPSL) following the 2026 Q1 hedge fund 13F filings?

As of today, CPSL has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), CPSL has gained +2.4% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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