Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CPSY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
64%

Smart Money Signals — CPSY

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed their CPSY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 1.2Y peak

89% of all-time peak
16 funds currently hold this stock — 89% of the 1.2-year high of 18 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 5Q
+1 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟢

More buyers than sellers — 64% buying

9 buying5 selling
Last quarter: 9 funds were net buyers (2 opened a brand new position + 7 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

0% conviction (2yr+) 69% medium 31% 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

6 → 3 → 3 → 2 new funds/Q
New funds entering each quarter: 6 → 3 → 3 → 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 — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 16 current holders: 16 (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 — 4% AUM from top-100

4% from top-100 AUM funds
1 of 16 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — CPSY

In 2026 Q1, 9 hedge funds were net buyers of CPSY (2 opened a new position, 7 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 16.

Hedge Fund Ownership: CPSY

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

Market Analysis: CPSY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPSY

-- --

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

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

Signal Freshness measures how much CPSY 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 · 67d ago
CPSY
+8.6%
SPY
+15.7%

CPSY outperformed SPY by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 22d ago
CPSY
+0.2%
SPY
+1.8%

Since the filing became public, CPSY outperformed SPY by -1.6% .

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
0.1
/ 10
conviction
Hedge Fund Positioning: CPSY
16 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 18 -11.11%
13F Shares 596K 541K 10.06%
Total Value $14M $14M 3.51%
New Positions 2 3 -1
Increased Positions 7 4 +3
Closed Positions 4 3 +1
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPSY

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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 16 institutional holders of CPSY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JIM SAULNIER & ASSOCIATES, LLC 0.31% 25,796 $645K
2 Sterling Financial Planning, Inc. 0.19% 24,970 $625K
3 Calamos Advisors LLC 0.03% 372,082 $9.3M
4 WEDBUSH SECURITIES INC 0.02% 21,275
5 Calamos Wealth Management LLC 0.01% 15,385 $385K
6 CENTAURUS FINANCIAL, INC. 0.01% 6,393 $160K
7 OLD MISSION CAPITAL LLC 0.01% 12,596 $315K
8 HARBOUR INVESTMENTS, INC. 0.00% 9,337 $234K
9 Capital Analysts, LLC 0.00% 3,231
10 Waverly Advisors, LLC 0.00% 8,512 $213K
11 Cetera Investment Advisers 0.00% 38,038 $952K
12 New England Capital Financial Advisors LLC 0.00% 126 $3K
13 Mariner, LLC 0.00% 25,578 $640K
14 Cambridge Investment Research Advisors, Inc. 0.00% 9,546
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 147 $4K
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 22,853 $572K
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 (CPSY)

What does the Smart Money Trend signal show for CPSY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CPSY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CPSY?

More buyers than sellers — 64% buying: Last quarter: 9 funds were net buyers (2 opened a brand new position + 7 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPSY holders?

Smaller funds dominant — 4% AUM from top-100: 1 of 16 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPSY?

Mostly new holders — 31% 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 (CPSY) following the 2026 Q1 hedge fund 13F filings?

As of today, CPSY has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), CPSY has gained +8.6% vs +15.7% 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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