Who Owns CPSO?
Calamos S&P 500 Structured Alt Protection ETF – October — Institutional Ownership & 13F Holdings
$27.47
-0.04 (-0.13%)
Market Cap
$16.9M
Shares Outstanding
621,307
Institutional Holders
11
Total Inst. Value
$5.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CENTAURUS FINANCIAL, INC. | $2.1M | 83,166 |
| 2 | Calamos Wealth Management LLC | $959K | 37,801 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $734K | 28,910 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $426K | 16,793 |
| 5 | Capital Analysts, LLC | $283K | 11,151 |
| 6 | Sloy Dahl & Holst, LLC | $272K | 10,740 |
| 7 | Cetera Investment Advisers | $215K | 8,486 |
| 8 | HARBOUR INVESTMENTS, INC. | $114K | 4,515 |
| 9 | UBS Group AG | $31K | 1,231 |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14K | 539 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Analysts, LLC | +2K | $283K |
| Sloy Dahl & Holst, LLC | +1K | $272K |
| HARBOUR INVESTMENTS, INC. | +980 | $114K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Calamos Advisors LLC | -55K | $5K |
| COMMONWEALTH EQUITY SERVICES, LLC | -4K | $734K |
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Frequently Asked Questions
How many institutional investors hold CPSO?
As of Q1 2025, 11 institutional investors report holding CPSO (Calamos S&P 500 Structured Alt Protection ETF – October) in their 13F filings.
Which hedge fund owns the most CPSO?
The largest institutional holder of CPSO is CENTAURUS FINANCIAL, INC. with $2.1M in shares.
Are institutions buying or selling CPSO?
This quarter, 2 institutions opened new positions in CPSO 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.