Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CPST)

19 + Investors. Track Smart Money conviction in CPST. 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
36%

Smart Money Signals — CPST

Based on 19 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.
🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak
Only 19 funds hold CPST today versus a peak of 31 funds at 2019 Q1 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+46% 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 36% buying

5 buying9 selling
Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 11% conviction (2yr+) ■ 58% medium ■ 32% new
Only 2 funds (11%) 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 — ~3 new funds/quarter

4 → 2 → 5 → 5 → 3 new funds/Q
New funds entering each quarter: 2 → 5 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 21% veterans, 37% new entrants

■ 21% veterans ■ 42% 1-2yr ■ 37% new
Of 19 current holders: 4 (21%) held 2+ years, 8 held 1–2 years, 7 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 19 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — CPST

In 2026 Q1, 5 hedge funds were net buyers of CPST (3 opened a new position, 2 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 19.

Hedge Fund Ownership: CPST

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

Market Analysis: CPST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPST

-- --

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

Is It Too Late to Buy CALAMOS ETF TR (CPST) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CPST 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 · 64d ago
CPST
+4.5%
SPY
+16.8%

CPST outperformed SPY by -12.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 19d ago
CPST
+0.7%
SPY
+2.7%

Since the filing became public, CPST outperformed SPY by -2.0% .

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 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CPST
19 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 19 19 -
13F Shares 841K 703K 19.62%
Total Value $22M $19M 17.47%
New Positions 3 5 -2
Increased Positions 2 4 -2
Closed Positions 3 3 -
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPST

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Institutional Holders (2026 Q1)

19 + investors

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

QUARTER:
Top 19 institutional holders of CPST — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Camelot Portfolios, LLC 0.50% 25,239 $681K
2 Grantvest Financial Group LLC 0.21% 12,212 $329K
3 Blue Water Asset Management 0.15% 16,552 $446K
4 LeClair Wealth Partners LLC 0.15% 16,552 $446K
5 Calamos Wealth Management LLC 0.09% 102,338 $2.8M
6 BURKETT FINANCIAL SERVICES, LLC 0.07% 7,200 $194K
7 Sterling Financial Planning, Inc. 0.06% 8,018 $216K
8 Calamos Advisors LLC 0.04% 433,044 $11.7M
9 HOHIMER WEALTH MANAGEMENT, LLC 0.03% 8,888 $240K
10 Spartan Wealth Advisory Services LLC 0.03% 10,709 $289K
11 OLD MISSION CAPITAL LLC 0.01% 28,562 $770K
12 Capital Analysts, LLC 0.01% 13,745 —
13 HARBOUR INVESTMENTS, INC. 0.00% 11,556 $312K
14 OSAIC HOLDINGS, INC. 0.00% 104,344 $2.8M
15 Sound Income Strategies, LLC 0.00% 1,608 $43K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 20,483 $553K
17 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 301 $8K
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 19,245 $519K
19 UBS Group AG 0.00% 37 —
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 (CPST)

What does the Smart Money Trend signal show for CPST?

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 CPST?

Heavy selling pressure — only 36% buying: Last quarter: 9 funds sold vs only 5 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 CPST holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 19 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPST?

Mostly new holders — 32% entered in last year: Only 2 funds (11%) 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 (CPST) following the 2026 Q1 hedge fund 13F filings?

As of today, CPST has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), CPST has gained +4.5% vs +16.8% 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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