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CPNS

Calamos Nasdaq-100 Structured Alt Protection ETF - September

19 hedge funds and large institutions have $43.3M invested in Calamos Nasdaq-100 Structured Alt Protection ETF - September in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

345% more capital invested

Capital invested by funds: $9.73M → $43.3M (+$33.6M)

57.49% more ownership

Funds ownership: 32.37%89.86% (+57%)

19% more funds holding

Funds holding: 1619 (+3)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1
VanWeelden Wealth Management
Ohio
$16.1M +$16M +632,609 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.8M +$15.7M +623,086 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.78M +$2.5M +99,201 +943%
OL
4
Owen LaRue
Kentucky
$2.78M -$167K -6,625 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.15M +$495K +19,624 +77%
JSA
6
Jim Saulnier & Associates
Colorado
$1.09M
CF
7
Centaurus Financial
California
$954K +$949K +37,603 New
CWM
8
Calamos Wealth Management
Illinois
$672K -$40.7K -1,615 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$366K -$1.18M -46,752 -76%
OMC
10
Old Mission Capital
Illinois
$313K -$87.1K -3,451 -22%
CAL
11
Capital Analysts LLC
Pennsylvania
$301K +$155K +6,151 +108%
CA
12
Claro Advisors
Massachusetts
$295K -$12.6K -500 -4%
BFG
13
Berger Financial Group
Minnesota
$213K -$2.22K -88 -1%
LS
14
Leelyn Smith
Illinois
$206K
MWS
15
Maxwell Wealth Strategies
California
$205K
Osaic Holdings
16
Osaic Holdings
Arizona
$106K +$79.6K +3,154 +315%
CFD
17
Creative Financial Designs
Indiana
$20.6K +$20.4K +810 New
HI
18
Harbour Investments
Wisconsin
$14.1K +$2.98K +118 +27%
UBS Group
19
UBS Group
Switzerland
$914 +$908 +36 New
Jane Street
20
Jane Street
New York
-$1.07M -42,769 Closed

CPNS Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) for Q4 2024, worth a combined $43.3M — up 345% from $9.73M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CPNS positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Susquehanna International Group, cutting an estimated $1.18M.

  • 19 institutional investors held Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $43.3M of Calamos Nasdaq-100 Structured Alt Protection ETF - September stock for Q4 2024, up 345% quarter-over-quarter.
  • 5 funds opened new Calamos Nasdaq-100 Structured Alt Protection ETF - September positions in Q4 2024 and 1 closed out, a net change of +4 holders.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - September buyer in Q4 2024 was Envestnet Asset Management, an estimated $15.7M added.
  • The largest Calamos Nasdaq-100 Structured Alt Protection ETF - September seller in Q4 2024 was Susquehanna International Group, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2024.