Who Owns CALAMOS ETF TR (CPSD)?Hedge Fund & Institutional Holders

$25.99-0.03 (-0.10%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.768775777483391e+145T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$23.65$24.29$24.92$25.55$26.18Dec 24Jul 25Mar 26

CPSD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Calamos Advisors LLCNew Position+893K+$23.3M
Calamos Wealth Management LLCNew Position+303K+$8.0M
New England Capital Financial Advisors LLCNew Position+59K+$1.5M
Blue Water Asset ManagementNew Position+55K+$1.4M
STOLZ & ASSOCIATES, PSNew Position+51K+$1.3M
Cyr Financial Inc.New Position+39K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+107K+$1.0M
Grantvest Financial Group LLCNew Position+21K+$559K
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+21K+$541K
Fortitude Advisory Group L.L.C.New Position+15K+$382K
AMERICAN ASSET MANAGEMENT INC.New Position+14K+$350K
City Center Advisors, LLCNew Position+12K+$314K
JIM SAULNIER & ASSOCIATES, LLCNew Position+11K+$274K
Sterling Financial Planning, Inc.New Position+8K+$216K
Jessup Wealth Management, IncNew Position+4K+$115K

CPSD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-58K-$2.4B
OLD MISSION CAPITAL LLCDecreased-7K-$1.4B
LPL Financial LLCDecreased-276-$1.2B
HARBOUR INVESTMENTS, INC.Decreased-10K-$708.5M
Camelot Portfolios, LLCDecreased-364-$696.8M
Claro Advisors Inc.Decreased-365-$432.4M
MARIPAU WEALTH MANAGEMENT LLCDecreased-565-$369.3M
Pallas Capital Advisors LLCDecreased-280-$254.1M
WealthTrust Asset Management, LLCClosed Position-8K-$213.3M
PRINCIPAL SECURITIES, INC.Closed Position-5K-$121.6M
Cambridge Investment Research Advisors, Inc.Closed Position-232K-$5.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Calamos Advisors LLC308,292$7.8M0.03%Share
2Calamos Advisors LLC298,019$7.8M0.03%Share
3Calamos Advisors LLC286,753$7.7M0.03%Share
4Calamos Wealth Management LLC125,519$3.4M0.12%Share
5Calamos Wealth Management LLC102,449$2.7M0.09%Share
6OSAIC HOLDINGS, INC.109,277$2.0M0.00%Share
7Calamos Wealth Management LLC75,130$1.9M0.07%Share
8New England Capital Financial Advisors LLC57,698$1.5M0.59%Share
9BURKETT FINANCIAL SERVICES, LLC52,246$1.4M0.46%Share
10STOLZ & ASSOCIATES, PS42,091$1.1M0.84%Share
11Advisor OS, LLC41,476$1.1M0.09%Share
12Cyr Financial Inc.39,288$1.0M0.64%Share
13LPL Financial LLC45,714$1.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC58,269$1.0M0.00%Share
15OLD MISSION CAPITAL LLC28,519$770K0.02%Share
16Camelot Portfolios, LLC25,744$695K0.43%Share
17Blue Water Asset Management25,089$652K0.23%Share
18OLD MISSION CAPITAL LLC20,780$523K0.01%Share
19Blue Water Asset Management16,552$447K0.16%Share
20Claro Advisors Inc.16,586$431K0.06%Share
21HARBOUR INVESTMENTS, INC.15,495$419K0.01%Share
22Signal Advisors Wealth, LLC15,483$402K0.03%Share
23Fortitude Advisory Group L.L.C.15,189$382K0.16%Share
24MARIPAU WEALTH MANAGEMENT LLC13,913$362K0.17%Share
25AMERICAN ASSET MANAGEMENT INC.13,900$350K0.30%Share
26Sloy Dahl & Holst, LLC13,025$338K0.04%Share
27Blue Water Asset Management13,285$334K0.12%Share
28Grantvest Financial Group LLC12,212$330K0.21%Share
29City Center Advisors, LLC11,629$314K0.29%Share
30JIM SAULNIER & ASSOCIATES, LLC10,901$274K0.14%Share
31ADAMSBROWN WEALTH CONSULTANTS LLC10,500$273K0.08%Share
32ADAMSBROWN WEALTH CONSULTANTS LLC10,665$268K0.07%Share
33Pallas Capital Advisors LLC9,242$249K0.01%Share
34HOHIMER WEALTH MANAGEMENT, LLC8,888$240K0.03%Share
35Sterling Financial Planning, Inc.8,018$216K0.07%Share
36STOLZ & ASSOCIATES, PS8,525$214K0.17%Share
37Capital Analysts, LLC7,212$195K0.01%Share
38BURKETT FINANCIAL SERVICES, LLC7,237$195K0.07%Share
39Grantvest Financial Group LLC7,188$187K0.12%Share
40Capital Analysts, LLC6,533$177K0.01%Share
41Jessup Wealth Management, Inc4,456$115K0.04%Share
42CREATIVE FINANCIAL DESIGNS INC /ADV2,938$76K0.00%Share
43HARBOUR INVESTMENTS, INC.1,846$46K0.00%Share
44Capital Analysts, LLC1,649$43K0.00%Share
45Sound Income Strategies, LLC1,608$43K0.00%Share
46Grantvest Financial Group LLC1,617$42K0.03%Share
47New England Capital Financial Advisors LLC1,326$33K0.01%Share
48UBS Group AG1,229$31K0.00%Share
49CREATIVE FINANCIAL DESIGNS INC /ADV1,110$27K0.00%Share
50CX Institutional374$10K0.00%Share

CPSD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$51.0M+16
Q3 202527$14.6B-12
Q2 202539$44.6B+2
Q1 202537$40.8B+5
Q4 202432$5.7T+21
Q3 202411$5.2T—

As of Q4 2025, 50 institutional investors hold CPSD (CALAMOS ETF TR). The largest holder is Calamos Advisors LLC with $7.8M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CPSD?

As of Q4 2025, 50 institutional investors report holding CPSD (CALAMOS ETF TR) in their 13F filings.

Who is the largest institutional holder of CPSD?

The largest institutional holder of CPSD is Calamos Advisors LLC with $7.8M in shares.

Is institutional ownership of CPSD increasing or decreasing?

This quarter, 15 institutions opened new positions in CPSD and 3 closed their positions.