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

Calamos ETF Tr (CPSO)

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

Smart Money Signals — CPSO

Based on 20 hedge funds · latest filing: 2026 Q2 · 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.

📊

High ownership — 87% of 2.0Y peak

87% of all-time peak

20 funds currently hold this stock — 87% of the 2.0-year high of 23 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+82% 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.

🔴

Heavy selling pressure — only 25% buying

3 buying9 selling

Last quarter: 9 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 12 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 45% entered in last year

■ 0% conviction (2yr+) ■ 55% medium ■ 45% 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.

⚠️

Saturation — most institutions already know this story

2 → 1 → 12 → 2 → 2 new funds/Q

New funds entering each quarter: 1 → 12 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 60% of holders entered in last year

■ 0% veterans ■ 40% 1-2yr ■ 60% new

Of 20 current holders: 12 (60%) 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 — 0% AUM from top-100

0% from top-100 AUM funds

1 of 20 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.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — 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	20	20	-
13F Shares	576K	607K	-5.01%
Total Value	$15M	$16M	-2.29%
New Positions	2	2	-
Increased Positions	1	3	-2
Closed Positions	2	4	-2
Reduced Positions	7	8	-1
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

13F Shares

576K

607K

-5.01%

Total Value

$15M

$16M

-2.29%

New Positions

Increased Positions

-2

Closed Positions

-2

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:

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

Top 18 CPSO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Grantvest Financial Group LLC	0.19%	11,888	$331K
2	Blue Water Asset Management	0.18%	20,481	$570K
3	Rooted Wealth Advisors, Inc.	0.09%	12,486	$348K
4	Security Financial Services, INC.	0.04%	10,132	$282K
5	Sloy Dahl & Holst, LLC	0.04%	10,740	$299K
6	Calamos Advisors LLC	0.03%	344,453	$9.6M
7	Fiduciary Financial Advisors	0.03%	11,049	$308K
8	Regatta Research & Money Management	0.03%	1,076	$30K
9	Calamos Wealth Management LLC	0.02%	19,867	$553K
10	Old Mission Capital LLC	0.01%	11,472	$319K
11	Harbour Investments, INC.	0.00%	11,509	$320K
12	New England Capital Financial Advisors LLC	0.00%	408	$11K
13	Spire Wealth Management	0.00%	2,401	$67K
14	Commonwealth Equity Services, LLC	0.00%	24,062	$670K
15	Creative Financial Designs Inc /Adv	0.00%	492	$14K
16	Susquehanna International Group, LLP	0.00%	57,083	$1.6M
17	Osaic Holdings, INC.	0.00%	2,046	$57K
18	Morgan Stanley	0.00%	2,000	$56K

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 (CPSO)

What does the Smart Money Trend signal show for CPSO?

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 CPSO?

Heavy selling pressure — only 25% buying: Last quarter: 9 funds sold vs only 3 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 CPSO holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 20 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 CPSO?

Mostly new holders — 45% 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 (CPSO)

Smart Money Signals — CPSO

No change last quarter

High ownership — 87% of 2.0Y peak

Fast accumulation — +82% more funds vs a year ago

Heavy selling pressure — only 25% buying

Steady new buyers — ~2 new funds per quarter

Mostly new holders — 45% entered in last year

Saturation — most institutions already know this story

Early stage — 60% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — CPSO

Hedge Fund Ownership: CPSO

Market Analysis: CPSO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPSO

Hedge Fund Positioning: CPSO

Statistics: CPSO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Calamos ETF Tr (CPSO)

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