Who Owns CPSM?
Calamos S&P 500 Structured Alt Protection ETF – May — Institutional Ownership & 13F Holdings
$29.02
+0.00 (+0.00%)
Market Cap
$53.4M
Shares Outstanding
1,840,627
Institutional Holders
23
Total Inst. Value
$19.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $10.9M | 406,400 |
| 2 | HARBOUR INVESTMENTS, INC. | $1.5M | 55,960 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 44,041 |
| 4 | Sugar Maple Asset Management, LLC | $1.0M | 39,000 |
| 5 | BCGM Wealth Management, LLC | $958K | 35,650 |
| 6 | Cetera Investment Advisers | $739K | 27,494 |
| 7 | Wick Capital Partners, LLC | $648K | 24,120 |
| 8 | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | $631K | 23,477 |
| 9 | OSAIC HOLDINGS, INC. | $602K | 22,408 |
| 10 | Calamos Wealth Management LLC | $418K | 15,558 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +15K | $602K |
| FLAGSTAR ADVISORS INC | +370 | $300K |
| UBS Group AG | +3K | $72K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Wick Capital Partners, LLC | -59K | $648K |
| Calamos Advisors LLC | -53K | $5K |
| Amplius Wealth Advisors, LLC | -44K | $10.9M |
| HARBOUR INVESTMENTS, INC. | -12K | $1.5M |
| Noble Wealth Management PBC | -6K | $46K |
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Frequently Asked Questions
How many institutional investors hold CPSM?
As of Q1 2025, 23 institutional investors report holding CPSM (Calamos S&P 500 Structured Alt Protection ETF – May) in their 13F filings.
Which hedge fund owns the most CPSM?
The largest institutional holder of CPSM is Amplius Wealth Advisors, LLC with $10.9M in shares.
Are institutions buying or selling CPSM?
This quarter, 6 institutions opened new positions in CPSM 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.