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CPSL

Calamos Laddered S&P 500 Structured Alt Protection ETF

26 hedge funds and large institutions have $42.8M invested in Calamos Laddered S&P 500 Structured Alt Protection ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

37% more funds holding

Funds holding: 1926 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16.61% less ownership

Funds ownership: 68.06%51.45% (-17%)

23% less capital invested

Capital invested by funds: $55.5M → $42.8M (-$12.7M)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1
Burkett Financial Services
South Carolina
$19.3M +$326K +12,252 +2%
MA
2
Mutual Advisors
Nebraska
$3.14M +$3.1M +116,542 New
AWA
3
Amplius Wealth Advisors
Pennsylvania
$2.3M -$20M -753,598 -90%
Jane Street
4
Jane Street
New York
$2.28M +$2.26M +84,813 New
WAM
5
Worth Asset Management
Texas
$2.17M +$68.7K +2,583 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.92M +$814K +30,600 +75%
CAL
7
Capital Analysts LLC
Pennsylvania
$1.8M +$748K +28,122 +72%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.65M -$4.45M -167,436 -73%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.51M +$655K +24,611 +78%
CF
10
Centaurus Financial
California
$1.35M +$1.23M +46,425 +1,182%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.04M +$22.5K +846 +2%
HI
12
Harbour Investments
Wisconsin
$887K +$46.5K +1,750 +6%
GSIAS
13
Garden State Investment Advisory Services
New Jersey
$562K -$311K -11,693 -36%
AC
14
Applied Capital
Arkansas
$539K +$534K +20,080 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$513K +$168K +6,322 +49%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$359K +$331K +12,428 +1,308%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$318K
CWG
18
Crown Wealth Group
North Carolina
$302K +$299K +11,255 New
SMC
19
Smith, Moore & Co
Missouri
$249K +$247K +9,283 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$242K
TCM
21
TD Capital Management
Tennessee
$150K +$149K +5,589 New
GWM
22
Geneos Wealth Management
Colorado
$110K +$98.4K +3,700 +925%
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$51.3K
AAG
24
Armstrong Advisory Group
Massachusetts
$50K +$49.6K +1,864 New
ACA
25
Aptus Capital Advisors
Alabama
$31.6K +$31.3K +1,177 New

CPSL Hedge Fund Activity: Q3 2025 in Review

26 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) for Q3 2025, worth a combined $42.8M — down 23% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CPSL positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $3.1M. The largest seller was Amplius Wealth Advisors, cutting an estimated $20M.

  • 26 institutional investors held Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $42.8M of Calamos Laddered S&P 500 Structured Alt Protection ETF stock for Q3 2025, down 23% quarter-over-quarter.
  • 9 funds opened new Calamos Laddered S&P 500 Structured Alt Protection ETF positions in Q3 2025 and 1 closed out, a net change of +8 holders.
  • The largest Calamos Laddered S&P 500 Structured Alt Protection ETF buyer in Q3 2025 was Mutual Advisors, an estimated $3.1M added.
  • The largest Calamos Laddered S&P 500 Structured Alt Protection ETF seller in Q3 2025 was Amplius Wealth Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2025.