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CPSL

Calamos Laddered S&P 500 Structured Alt Protection ETF

29 hedge funds and large institutions have $46.4M invested in Calamos Laddered S&P 500 Structured Alt Protection ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

12% more funds holding

Funds holding: 2629 (+3)

8% more capital invested

Capital invested by funds: $42.8M → $46.4M (+$3.59M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.25% less ownership

Funds ownership: 51.45%50.2% (-1.3%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1
Burkett Financial Services
South Carolina
$19.6M +$35.7K +1,322 +0.2%
MA
2
Mutual Advisors
Nebraska
$3.54M +$367K +13,583 +12%
HighTower Advisors
3
HighTower Advisors
Illinois
$3M +$1.46M +54,025 +96%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.28M +$2.02M +74,685 +829%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$2.15M -$172K -6,356 -7%
CAL
6
Capital Analysts LLC
Pennsylvania
$2.02M +$191K +7,064 +11%
WAM
7
Worth Asset Management
Texas
$1.85M -$348K -12,885 -16%
CF
8
Centaurus Financial
California
$1.81M +$438K +16,202 +32%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.8M +$129K +4,787 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M -$872K -32,252 -45%
HI
11
Harbour Investments
Wisconsin
$898K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$889K +$367K +13,587 +71%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$781K +$414K +15,321 +115%
CWM
14
Calamos Wealth Management
Illinois
$770K +$766K +28,319 New
MML Investors Services
15
MML Investors Services
Massachusetts
$753K -$295K -10,895 -28%
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$663K +$92.7K +3,430 +16%
AC
17
Applied Capital
Arkansas
$495K -$50.5K -1,869 -9%
CWG
18
Crown Wealth Group
North Carolina
$361K +$54.2K +2,006 +18%
AFP
19
ATX Financial Planning
Texas
$337K +$335K +12,389 New
TCM
20
TD Capital Management
Tennessee
$309K +$156K +5,787 +104%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$278K -$43.4K -1,605 -14%
LS
22
Leelyn Smith
Illinois
$261K +$259K +9,578 New
SMC
23
Smith, Moore & Co
Missouri
$248K -$4.05K -150 -2%
GWM
24
Geneos Wealth Management
Colorado
$112K
LWMI
25
Legacy Wealth Management (Idaho)
Idaho
$52K

CPSL Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) for Q4 2025, worth a combined $46.4M — up 8.4% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CPSL positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.02M. The largest seller was Jane Street, exiting entirely with an estimated $2.28M sold.

  • 29 institutional investors held Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $46.4M of Calamos Laddered S&P 500 Structured Alt Protection ETF stock for Q4 2025, up 8.4% quarter-over-quarter.
  • 5 funds opened new Calamos Laddered S&P 500 Structured Alt Protection ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Calamos Laddered S&P 500 Structured Alt Protection ETF buyer in Q4 2025 was Cetera Investment Advisers, an estimated $2.02M added.
  • The largest Calamos Laddered S&P 500 Structured Alt Protection ETF seller in Q4 2025 was Jane Street, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2025.