Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

CALAMOS ETF TR (CBTY)

Q: Is it too late to buy CALAMOS ETF TR (CBTY) following the 2026 Q1 hedge fund 13F filings?

As of today, CBTY has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), CBTY gained -0.1% vs +42.5% 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.

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

Net Flow Q/Q

→ 0

Streak

1Q —

Buyers last Q

60%

Smart Money Signals — CBTY

Based on 8 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 1Q

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

8 hedge funds hold CBTY right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 60% buying

6 buying4 selling

Last quarter: 6 funds were net buyers (4 opened a brand new position + 2 added to an existing one). Only 4 were sellers (0 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

💎

Buying through price weakness — shares +109%, value +77%

Value

+77%

+108%

Last quarter: funds added +109% more shares while total portfolio value only changed +77%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 8 current holders: 8 (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 — 13% AUM from top-100

13% from top-100 AUM funds

1 of 8 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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 — CBTY

In 2025 Q4, 6 hedge funds were net buyers of CBTY (4 opened a new position, 2 added to an existing one), while 4 reduced or exited (4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 8.

Hedge Fund Ownership: CBTY

How many hedge funds hold CBTY — quarterly history vs. share price

Quarterly hedge fund ownership of CBTY vs. share price

Stock Performance

Real-time

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

Signal Freshness measures how much CBTY 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 · 50d ago

CBTY

-0.1%

SPY

+42.5%

CBTY outperformed SPY by -42.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago

CBTY

-0.7%

SPY

-1.8%

Since the filing became public, CBTY outperformed SPY by +1.1% .

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: CBTY

9 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	9	8	12.5%
13F Shares	453K	299K	51.57%
Total Value	$9M	$7M	36.14%
New Positions	3	4	-1
Increased Positions	2	2	-
Closed Positions	2	4	-2
Reduced Positions	3	0	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: CBTY

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Financial Highlights

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:

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

Top 9 institutional holders of CBTY — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MBL Wealth, LLC	0.47%	317,010	$6.3M
2	Noble Wealth Management PBC	0.04%	4,411	$87K
3	Ankerstar Wealth, LLC	0.02%	908	$18K
4	Calamos Wealth Management LLC	0.01%	17,049	$336K
5	Anfield Capital Management, LLC	0.01%	1,955	$39K
6	Calamos Advisors LLC	0.00%	53,032	$1.0M
7	IFP Advisors, Inc	0.00%	635	$13K
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.00%	58,127	$1.1M
9	UBS Group AG	0.00%	282	$6K

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 (CBTY)

What does the Smart Money Trend signal show for CBTY?

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 CBTY?

More buyers than sellers — 60% buying: Last quarter: 6 funds were net buyers (4 opened a brand new position + 2 added to an existing one). Only 4 were sellers (0 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CBTY holders?

Smaller funds dominant — 13% AUM from top-100: 1 of 8 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CBTY?

Mostly new holders — 100% 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 (CBTY) following the 2026 Q1 hedge fund 13F filings?

As of today, CBTY has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), CBTY has gained -0.1% vs +42.5% 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.