Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CPSD)

32 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — CPSD

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds added CPSD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold CPSD right now — the highest count in 1.2 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 5Q
+6 new funds entered over the past year (+23% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CPSD position: 7 → 5 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 38% entered in last year

■ 0% conviction (2yr+) ■ 62% medium ■ 38% 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 — ~9 new funds/quarter

7 → 5 → 2 → 9 new funds/Q
New funds entering each quarter: 7 → 5 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 32 current holders: 32 (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 — 5% AUM from top-100

5% from top-100 AUM funds
2 of 32 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CPSD
2026 Q1 Stats Unlock in 9 days 32 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 32 28 14.29%
13F Shares 988K 1M -16.58%
Total Value $26M $30M -14.97%
New Positions 9 2 +7
Increased Positions 6 5 +1
Closed Positions 5 5 -
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPSD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

32 + investors

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

Top 21 institutional holders of CPSD — 2025 Q4 · 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 LeClair Wealth Partners LLC 0.22% 24,974 $647K
6 Blue Water Asset Management 0.22% 24,974 $647K
7 WealthTrust Asset Management, LLC 0.12% 7,939 $206K
8 Calamos Wealth Management LLC 0.08% 91,796 $2.4M
9 Advisor OS, LLC 0.08% 41,476 $1.1M
10 ADAMSBROWN WEALTH CONSULTANTS LLC 0.07% 10,500 $272K
11 Claro Advisors Inc. 0.05% 16,386 $425K
12 Calamos Advisors LLC 0.04% 435,490 $11.3M
13 Signal Advisors Wealth, LLC 0.02% 13,865 $359K
14 WEDBUSH SECURITIES INC 0.01% 10,700 —
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 3,046 $79K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 58,773 $1.5M
17 HighTower Advisors, LLC 0.00% 12,185 $316K
18 CX Institutional 0.00% 374 —
19 LPL Financial LLC 0.00% 44,090 $1.1M
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 15,669 $406K
21 Steward Partners Investment Advisory, LLC 0.00% 621 $16K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CPSD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CPSD?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CPSD holders?

Smaller funds dominant — 5% AUM from top-100: 2 of 32 holders rank in the top 100 by AUM, but together hold only 5% 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 — 38% 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.

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.