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CPSM

Calamos S&P 500 Structured Alt Protection ETF - May
CPSM

22 hedge funds and large institutions have $71.8M invested in Calamos S&P 500 Structured Alt Protection ETF - May in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.46% more ownership

Funds ownership: 0% → 61.46% (+61%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$32.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$32.8M +$32.6M +1,278,106 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M +$18.7M +732,815 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.3M +$10.2M +401,151 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.93M +$2.9M +113,920 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.05M +$1.04M +40,869 New
SMAM
6
Sugar Maple Asset Management
Wisconsin
$925K +$917K +36,000 New
BWM
7
BCGM Wealth Management
Indiana
$916K +$908K +35,650 New
HI
8
Harbour Investments
Wisconsin
$827K +$820K +32,208 New
WCP
9
Wick Capital Partners
Pennsylvania
$822K +$815K +31,981 New
AWM
10
AE Wealth Management
Kansas
$416K +$413K +16,199 New
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$383K +$379K +14,891 New
CWM
12
Calamos Wealth Management
Illinois
$276K +$274K +10,748 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$267K +$265K +10,402 New
AAS
14
Avantax Advisory Services
Texas
$230K +$228K +8,953 New
FA
15
Flagstar Advisors
New York
$211K +$209K +8,205 New
Osaic Holdings
16
Osaic Holdings
Arizona
$209K +$207K +8,116 New
VIP
17
Vista Investment Partners
Oklahoma
$204K +$203K +7,950 New
AWM
18
Aspire Wealth Management
Massachusetts
$189K +$188K +7,367 New
VF
19
VitalStone Financial
Texas
$22.4K +$22.2K +870 New
UBS Group
20
UBS Group
Switzerland
$642 +$637 +25 New
SPIA
21
Steward Partners Investment Advisory
New York
$308 +$306 +12 New
CP
22
Camelot Portfolios
Ohio
$92 +$102 +4 New

CPSM Hedge Fund Activity: Q2 2024 in Review

22 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) for Q2 2024, worth a combined $71.8M.

Buyers outnumbered sellers: 22 funds opened new CPSM positions and 0 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $32.6M.

  • 22 institutional investors held Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) as of Q2 2024, up from 0 in Q1 2024.
  • Funds reported $71.8M of Calamos S&P 500 Structured Alt Protection ETF - May stock for Q2 2024.
  • 22 funds opened new Calamos S&P 500 Structured Alt Protection ETF - May positions in Q2 2024 and 0 closed out, a net change of +22 holders.
  • The largest Calamos S&P 500 Structured Alt Protection ETF - May buyer in Q2 2024 was Amplius Wealth Advisors, an estimated $32.6M added.

Based on aggregated 13F filings for Q2 2024.