Calamos ETF Tr (CPSF) Hedge Fund Ownership (Q2 2026)

Calamos ETF Tr (CPSF)

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

Smart Money Signals — CPSF

Based on 22 hedge funds · latest filing: 2026 Q2 · 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

22 hedge funds hold CPSF right now — the highest count in 1.8 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 — +47% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+47% 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.

🔴

Heavy selling pressure — only 18% buying

2 buying9 selling

Last quarter: 9 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 6 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 27% entered in last year

■ 0% conviction (2yr+) ■ 73% medium ■ 27% 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 — ~2 new funds/quarter

4 → 4 → 6 → 7 → 2 new funds/Q

New funds entering each quarter: 4 → 6 → 7 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 5% veterans, 50% new entrants

■ 5% veterans ■ 45% 1-2yr ■ 50% new

Of 22 current holders: 1 (5%) held 2+ years, 10 held 1–2 years, 11 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.7

out of 10

Moderate Exit Risk

Exit risk score 5.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	22	-
13F Shares	685K	763K	-10.19%
Total Value	$17M	$19M	-8.33%
New Positions	2	7	-5
Increased Positions	0	10	-10
Closed Positions	2	6	-4
Reduced Positions	7	3	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

685K

763K

-10.19%

Total Value

$17M

$19M

-8.33%

New Positions

-5

Increased Positions

-10

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:

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

Top 21 CPSF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Grantvest Financial Group LLC	0.42%	27,342	$716K
2	Camelot Portfolios, LLC	0.21%	11,312	$296K
3	Stolz & Associates, Ps	0.19%	11,761	$308K
4	Jim Saulnier & Associates, LLC	0.18%	17,469	$458K
5	Greenberg Financial Group	0.14%	14,339	$376K
6	Calamos Wealth Management LLC	0.04%	49,735	$1.3M
7	Calamos Advisors LLC	0.03%	365,522	$9.6M
8	PFG Advisors	0.02%	18,100	$474K
9	Bradley Foster & Sargent Inc/Ct	0.02%	46,082	$1.2M
10	Centaurus Financial, INC.	0.01%	10,540	$276K
11	Burkett Financial Services, LLC	0.01%	775	$20K
12	New England Capital Financial Advisors LLC	0.00%	793	$21K
13	Old Mission Capital LLC	0.00%	11,543	$302K
14	Creative Financial Designs Inc /Adv	0.00%	834	$22K
15	Mml Investors Services, LLC	0.00%	15,795	$414K
16	Commonwealth Equity Services, LLC	0.00%	22,973	$602K
17	Aptus Capital Advisors, LLC	0.00%	2,072	$54K
18	Osaic Holdings, INC.	0.00%	6,775	$178K
19	Harbour Investments, INC.	0.00%	165	$4K
20	Raymond James Financial Inc	0.00%	8,080	$212K
21	Susquehanna International Group, LLP	0.00%	22,091	$579K

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 (CPSF)

What does the Smart Money Trend signal show for CPSF?

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 CPSF?

Heavy selling pressure — only 18% buying: Last quarter: 9 funds sold vs only 2 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 CPSF holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPSF?

Mostly new holders — 27% 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.

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Calamos ETF Tr (CPSF)

Smart Money Signals — CPSF

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +47% more funds vs a year ago

Heavy selling pressure — only 18% buying

Steady new buyers — ~2 new funds per quarter

Mostly new holders — 27% entered in last year

Steady discovery — ~2 new funds/quarter

Mixed cohorts — 5% veterans, 50% new entrants

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — CPSF

Hedge Fund Ownership: CPSF

Market Analysis: CPSF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPSF

Hedge Fund Positioning: CPSF

Statistics: CPSF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Calamos ETF Tr (CPSF)

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