Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CPSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
31%

Smart Money Signals — CPSD

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their CPSD 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 — 94% of 1.5Y peak

94% of all-time peak
31 funds currently hold this stock — 94% of the 1.5-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+15% 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 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 31% buying

8 buying18 selling
Last quarter: 18 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 10 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 29% entered in last year

■ 0% conviction (2yr+) ■ 71% medium ■ 29% 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.
➡️

Steady discovery — ~5 new funds/quarter

7 → 5 → 2 → 10 → 5 new funds/Q
New funds entering each quarter: 5 → 2 → 10 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 45% new entrants

■ 0% veterans ■ 55% 1-2yr ■ 45% new
Of 31 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 14 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
3 of 31 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — CPSD

In 2026 Q1, 8 hedge funds were net buyers of CPSD (5 opened a new position, 3 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 31.

Hedge Fund Ownership: CPSD

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

Market Analysis: CPSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPSD

-- --

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

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

Signal Freshness measures how much CPSD 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 · 89d ago
CPSD
nan%
SPY
+12.4%

CPSD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
CPSD
nan%
SPY
-1.1%

Since the filing became public, CPSD outperformed SPY by nan% .

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
0.5
/ 10
conviction
Hedge Fund Positioning: CPSD
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 33 -6.06%
13F Shares 1M 997K 11.78%
Total Value $29M $26M 10.11%
New Positions 5 10 -5
Increased Positions 3 6 -3
Closed Positions 7 5 +2
Reduced Positions 11 6 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPSD

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Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 CPSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stolz & Associates, Ps 0.77% 42,091 $1.1M
2 Cyr Financial Inc. 0.60% 39,057 $1.0M
3 Burkett Financial Services, LLC 0.46% 52,246 $1.4M
4 New England Capital Financial Advisors LLC 0.40% 56,586 $1.5M
5 Blue Water Asset Management 0.22% 24,974 $647K
6 LeClair Wealth Partners LLC 0.22% 24,974 $647K
7 Maripau Wealth Management LLC 0.16% 13,865 $359K
8 Grantvest Financial Group LLC 0.15% 8,805 $228K
9 WealthTrust Asset Management, LLC 0.12% 7,939 $206K
10 Calamos Wealth Management LLC 0.08% 91,796 $2.4M
11 Advisor OS, LLC 0.08% 41,476 $1.1M
12 Adamsbrown Wealth Consultants LLC 0.07% 10,500 $272K
13 Claro Advisors Inc. 0.05% 16,386 $425K
14 Sloy Dahl & Holst, LLC 0.05% 13,025 $338K
15 Calamos Advisors LLC 0.04% 435,490 $11.3M
16 Signal Advisors Wealth, LLC 0.02% 13,865 $359K
17 Old Mission Capital LLC 0.01% 15,954 $413K
18 Centaurus Financial, INC. 0.01% 4,558 $118K
19 Creative Financial Designs Inc /Adv 0.00% 3,046 $79K
20 Commonwealth Equity Services, LLC 0.00% 58,773 $1.5M
21 Waverly Advisors, LLC 0.00% 8,276 $214K
22 Cetera Investment Advisers 0.00% 17,367 $450K
23 Creative Planning 0.00% 27,060 $701K
24 HighTower Advisors, LLC 0.00% 12,185 $316K
25 LPL Financial LLC 0.00% 44,090 $1.1M
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 (CPSD)

What does the Smart Money Trend signal show for CPSD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CPSD 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 CPSD?

Heavy selling pressure — only 31% buying: Last quarter: 18 funds sold vs only 8 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 CPSD holders?

Smaller funds dominant — 8% AUM from top-100: 3 of 31 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPSD?

Mostly new holders — 29% 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 (CPSD) following the 2026 Q1 hedge fund 13F filings?

As of today, CPSD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CPSD has gained nan% vs +12.4% 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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