CPSM

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

Overview Fund Activity

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.

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

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$32.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.93M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.05M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$32.8M 1,278,106 +1,278,106 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M 732,815 +732,815 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.3M 401,151 +401,151 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.93M 113,920 +113,920 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.05M 40,869 +40,869 New
SMAM
6
Sugar Maple Asset Management
Wisconsin
$925K 36,000 +36,000 New
BWM
7
BCGM Wealth Management
Indiana
$916K 35,650 +35,650 New
HI
8
Harbour Investments
Wisconsin
$827K 32,208 +32,208 New
WCP
9
Wick Capital Partners
Pennsylvania
$822K 31,981 +31,981 New
AWM
10
AE Wealth Management
Kansas
$416K 16,199 +16,199 New
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$383K 14,891 +14,891 New
CWM
12
Calamos Wealth Management
Illinois
$276K 10,748 +10,748 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$267K 10,402 +10,402 New
AAS
14
Avantax Advisory Services
Texas
$230K 8,953 +8,953 New
FA
15
Flagstar Advisors
New York
$211K 8,205 +8,205 New
Osaic Holdings
16
Osaic Holdings
Arizona
$209K 8,116 +8,116 New
VIP
17
Vista Investment Partners
Oklahoma
$204K 7,950 +7,950 New
AWM
18
Aspire Wealth Management
Massachusetts
$189K 7,367 +7,367 New
VF
19
VitalStone Financial
Texas
$22.4K 870 +870 New
UBS Group
20
UBS Group
Switzerland
$642 25 +25 New
SPIA
21
Steward Partners Investment Advisory
New York
$308 12 +12 New
CP
22
Camelot Portfolios
Ohio
$92 4 +4 New
CFGS
23
Concourse Financial Group Securities
Alabama
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