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CPNJ

Calamos Nasdaq-100 Structured Alt Protection ETF - June

22 hedge funds and large institutions have $15.3M invested in Calamos Nasdaq-100 Structured Alt Protection ETF - June in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

8% less funds holding

Funds holding: 2422 (-2)

16.1% less ownership

Funds ownership: 57.7%41.61% (-16%)

56% less capital invested

Capital invested by funds: $34.6M → $15.3M (-$19.2M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.49M -$434K -17,552 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.56M -$389K -15,757 -20%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.2M +$729K +29,510 +157%
OMC
4
Old Mission Capital
Illinois
$1.03M +$1.02M +41,456 New
HI
5
Harbour Investments
Wisconsin
$880K -$12.6K -508 -1%
CWM
6
Calamos Wealth Management
Illinois
$867K
WAM
7
WealthTrust Asset Management
Florida
$582K
AWA
8
Amplius Wealth Advisors
Pennsylvania
$511K
AWS
9
Atria Wealth Solutions
New York
$304K
IPAM
10
Investment Partners Asset Management
New Jersey
$293K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$276K
CAGAS
12
Capital Advisory Group Advisory Services
Minnesota
$272K
NIA
13
NBZ Investment Advisors
Tennessee
$237K +$235K +9,515 New
CWP
14
Cyndeo Wealth Partners
Florida
$228K -$30.4K -1,230 -12%
SAM
15
Secure Asset Management
Michigan
$211K
CF
16
Cyr Financial
Illinois
$203K +$201K +8,132 New
Osaic Holdings
17
Osaic Holdings
Arizona
$131K
CAL
18
Capital Analysts LLC
Pennsylvania
$32K
IA
19
IFP Advisors
Florida
$21.2K
DFA
20
DHJJ Financial Advisors
Illinois
$10.6K
Bank of America
21
Bank of America
North Carolina
$3.14K +$3.11K +126 New
AWM
22
AE Wealth Management
Kansas
$1.22K +$1.21K +49 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$16.5M -673,331 Closed
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
-$2.65M -108,273 Closed
BFG
25
Berger Financial Group
Minnesota
-$816K -33,338 Closed

CPNJ Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) for Q4 2024, worth a combined $15.3M — down 56% from $34.6M a quarter earlier.

Fund positioning in CPNJ was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.02M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $16.5M sold.

  • 22 institutional investors held Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) as of Q4 2024, down from 24 in Q3 2024.
  • Funds reported $15.3M of Calamos Nasdaq-100 Structured Alt Protection ETF - June stock for Q4 2024, down 56% quarter-over-quarter.
  • 5 funds opened new Calamos Nasdaq-100 Structured Alt Protection ETF - June positions in Q4 2024 and 5 closed out, a net change of 0 holders.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - June buyer in Q4 2024 was Old Mission Capital, an estimated $1.02M added.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - June seller in Q4 2024 was Envestnet Asset Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2024.