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CPNJ

Calamos Nasdaq-100 Structured Alt Protection ETF - June

24 hedge funds and large institutions have $34.6M invested in Calamos Nasdaq-100 Structured Alt Protection ETF - June in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2124 (+3)

18.36% less ownership

Funds ownership: 76.07%57.7% (-18%)

24% less capital invested

Capital invested by funds: $45.4M → $34.6M (-$10.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.5M +$281K +11,640 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.8M -$2.57M -106,581 -28%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.65M +$2.61M +108,273 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.91M +$775K +32,147 +70%
HI
5
Harbour Investments
Wisconsin
$876K +$177K +7,346 +26%
CWM
6
Calamos Wealth Management
Illinois
$852K
BFG
7
Berger Financial Group
Minnesota
$816K +$17.5K +725 +2%
KPWS
8
Kestra Private Wealth Services
Texas
$765K -$44.1K -1,830 -6%
WAM
9
WealthTrust Asset Management
Florida
$572K +$94.5K +3,917 +20%
AWA
10
Amplius Wealth Advisors
Pennsylvania
$502K +$236K +9,800 +92%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$461K +$454K +18,836 New
AWS
12
Atria Wealth Solutions
New York
$299K
IPAM
13
Investment Partners Asset Management
New Jersey
$288K +$284K +11,766 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$271K +$267K +11,088 New
CAGAS
15
Capital Advisory Group Advisory Services
Minnesota
$267K
CWP
16
Cyndeo Wealth Partners
Florida
$254K +$251K +10,395 New
SAM
17
Secure Asset Management
Michigan
$207K
Osaic Holdings
18
Osaic Holdings
Arizona
$128K
AWM
19
Aspire Wealth Management
Massachusetts
$119K
CAL
20
Capital Analysts LLC
Pennsylvania
$31K
IA
21
IFP Advisors
Florida
$20.8K
VF
22
VitalStone Financial
Texas
$13.1K
DFA
23
DHJJ Financial Advisors
Illinois
$10.4K +$10.3K +425 New
UBS Group
24
UBS Group
Switzerland
$2.3K +$2.27K +94 New
OMC
25
Old Mission Capital
Illinois
-$1.48M -61,580 Closed

CPNJ Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) for Q3 2024, worth a combined $34.6M — down 24% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CPNJ positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.61M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.57M.

  • 24 institutional investors held Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $34.6M of Calamos Nasdaq-100 Structured Alt Protection ETF - June stock for Q3 2024, down 24% quarter-over-quarter.
  • 7 funds opened new Calamos Nasdaq-100 Structured Alt Protection ETF - June positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - June buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $2.61M added.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - June seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2024.