Who Owns CPSL?
CALAMOS ETF TR — Institutional Ownership & 13F Holdings
$27.69
+0.01 (+0.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
13
Total Inst. Value
$22.6M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $18.0M | 706,611 |
| 2 | Worth Asset Management, LLC | $898K | 35,317 |
| 3 | MML INVESTORS SERVICES, LLC | $864K | 33,957 |
| 4 | HARBOUR INVESTMENTS, INC. | $746K | 29,348 |
| 5 | Capital Analysts, LLC | $572K | 22,504 |
| 6 | Amplius Wealth Advisors, LLC | $538K | 21,137 |
| 7 | HighTower Advisors, LLC | $508K | 19,995 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $224K | 8,813 |
| 9 | Cetera Investment Advisers | $217K | 8,551 |
| 10 | Legacy Wealth Managment, LLC/ID | $49K | 1,916 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | +26K | $864K |
| Capital Analysts, LLC | +15K | $572K |
| HighTower Advisors, LLC | +10K | $508K |
| COMMONWEALTH EQUITY SERVICES, LLC | +82K | $6K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -26K | $224K |
| Legacy Wealth Managment, LLC/ID | -9K | $49K |
| Amplius Wealth Advisors, LLC | -7K | $538K |
| HARBOUR INVESTMENTS, INC. | -394 | $746K |
Frequently Asked Questions
How many institutional investors hold CPSL?
As of Q1 2025, 13 institutional investors report holding CPSL (CALAMOS ETF TR) in their 13F filings.
Which hedge fund owns the most CPSL?
The largest institutional holder of CPSL is BURKETT FINANCIAL SERVICES, LLC with $18.0M in shares.
Are institutions buying or selling CPSL?
This quarter, 4 institutions opened new positions in CPSL and 4 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.