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

$27.29-0.02 (-0.07%)BATS

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$1.959900035390002e+127T

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$24.93$25.56$26.18$26.81$27.44Sep 24Jun 25Mar 26

CPSL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Mutual Advisors, LLCNew Position+130K+$3.5B
Amplius Wealth Advisors, LLCNew Position+79K+$2.2B
Worth Asset Management, LLCNew Position+68K+$1.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+66K+$1.0B
Calamos Wealth Management LLCNew Position+28K+$770.0M
Applied Capital LLCNew Position+18K+$495.0M
Crown Wealth Group, LLCNew Position+13K+$360.0M
BURKETT FINANCIAL SERVICES, LLCIncreased+1K+$290.4M
Geneos Wealth Management Inc.New Position+4K+$111.0M
Garden State Investment Advisory Services LLCIncreased+3K+$99.9M
Camelot Portfolios, LLCNew Position+801+$21.0M
UBS Group AGNew Position+128+$3.0M
ATX Financial Planning, LLCNew Position+12K+$337K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+10K+$278K
Leelyn Smith, LLCNew Position+10K+$260K

CPSL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-85K-$2.3B
MML INVESTORS SERVICES, LLCDecreased-11K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-32K-$916.9M
Aptus Capital Advisors, LLCDecreased-20-$31.6M
SMITH, MOORE & CO.Decreased-150-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BURKETT FINANCIAL SERVICES, LLC720,452$19.6B6.69%Share
2Mutual Advisors, LLC130,125$3.5B0.08%Share
3Amplius Wealth Advisors, LLC79,139$2.2B0.18%Share
4Worth Asset Management, LLC68,120$1.9B0.79%Share
5COMMONWEALTH EQUITY SERVICES, LLC66,200$1.0B0.00%Share
6SUSQUEHANNA INTERNATIONAL GROUP, LLP39,142$1.0B0.00%Share
7Calamos Wealth Management LLC28,319$770.0M0.03%Share
8Garden State Investment Advisory Services LLC24,365$662.0M0.15%Share
9Applied Capital LLC18,211$495.0M0.19%Share
10Crown Wealth Group, LLC13,261$360.0M0.10%Share
11SMITH, MOORE & CO.9,133$248.0M0.02%Share
12Geneos Wealth Management Inc.4,100$111.0M0.00%Share
13Legacy Wealth Managment, LLC/ID1,911$51.0M0.02%Share
14ARMSTRONG ADVISORY GROUP, INC1,864$50.0M0.00%Share
15Camelot Portfolios, LLC801$21.0M0.01%Share
16UBS Group AG128$3.0M0.00%Share
17Cetera Investment Advisers83,696$2.0M0.00%Share
18HighTower Advisors, LLC110,277$2.0M0.00%Share
19Capital Analysts, LLC53,575$1.5M0.04%Share
20CENTAURUS FINANCIAL, INC.66,556$1.0M0.05%Share
21HARBOUR INVESTMENTS, INC.33,023$898K0.02%Share
22Capital Analysts, LLC20,567$560K0.02%Share
23ATX Financial Planning, LLC12,389$337K0.26%Share
24TD Capital Management LLC11,376$309K0.03%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,212$278K0.00%Share
26Leelyn Smith, LLC9,578$260K0.04%Share
27MML INVESTORS SERVICES, LLC27,691$00.00%Share
28ROYAL BANK OF CANADA12,639$00.00%Share
29ROYAL BANK OF CANADA16,060$00.00%Share
30Aptus Capital Advisors, LLC1,157$00.00%Share
31Cambridge Investment Research Advisors, Inc.32,695$00.00%Share

CPSL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$31.9B+12
Q3 202517$28.5B-2
Q2 202519$54.0B+6
Q1 202513$27.6B+0
Q4 202413$11.5B+7
Q3 20246$368.6B—

As of Q4 2025, 31 institutional investors hold CPSL (CALAMOS ETF TR). The largest holder is BURKETT FINANCIAL SERVICES, LLC with $19.6B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CPSL?

As of Q4 2025, 31 institutional investors report holding CPSL (CALAMOS ETF TR) in their 13F filings.

Who is the largest institutional holder of CPSL?

The largest institutional holder of CPSL is BURKETT FINANCIAL SERVICES, LLC with $19.6B in shares.

Is institutional ownership of CPSL increasing or decreasing?

This quarter, 13 institutions opened new positions in CPSL and 1 closed their positions.