Who Owns CPNQ?
CALAMOS ETF TR — Institutional Ownership & 13F Holdings
$27.02
+0.01 (+0.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
18
Total Inst. Value
$22.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | VanWeelden Wealth Management, LLC | $16.3M | 668,448 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 49,342 |
| 3 | CENTAURUS FINANCIAL, INC. | $1.0M | 41,527 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $544K | 22,308 |
| 5 | Calamos Wealth Management LLC | $528K | 21,642 |
| 6 | Samalin Investment Counsel, LLC | $432K | 17,719 |
| 7 | Claro Advisors Inc. | $405K | 16,600 |
| 8 | HARBOUR INVESTMENTS, INC. | $323K | 13,230 |
| 9 | JIM SAULNIER & ASSOCIATES, LLC | $279K | 11,427 |
| 10 | WealthTrust Asset Management, LLC | $240K | 9,843 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +25K | $1.2M |
| CENTAURUS FINANCIAL, INC. | +22K | $1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | +10K | $544K |
| Calamos Wealth Management LLC | +3K | $528K |
| Samalin Investment Counsel, LLC | +7K | $432K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Claro Advisors Inc. | -300 | $405K |
Frequently Asked Questions
How many institutional investors hold CPNQ?
As of Q1 2025, 18 institutional investors report holding CPNQ (CALAMOS ETF TR) in their 13F filings.
Which hedge fund owns the most CPNQ?
The largest institutional holder of CPNQ is VanWeelden Wealth Management, LLC with $16.3M in shares.
Are institutions buying or selling CPNQ?
This quarter, 8 institutions opened new positions in CPNQ and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.