CPSM

Calamos S&P 500 Structured Alt Protection ETF - May

22 hedge funds and large institutions have $33.1M invested in Calamos S&P 500 Structured Alt Protection ETF - May in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$12M 449,961 -78,367 -15%
Calamos Advisors
2
Calamos Advisors
Illinois
$6.57M 246,014 +78,322 +47%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.13M 117,064 -6,399 -5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.12M 79,287 -10,131 -11%
HI
5
Harbour Investments
Wisconsin
$1.82M 68,143 +10,479 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.1M 41,238 -205,535 -83%
SMAM
7
Sugar Maple Asset Management
Wisconsin
$1.04M 39,000
BWM
8
BCGM Wealth Management
Indiana
$952K 35,650
WCP
9
Wick Capital Partners
Pennsylvania
$784K 29,381 -1,069 -4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$774K 28,994 +779 +3%
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$627K 23,477 +1,039 +5%
CWM
12
Calamos Wealth Management
Illinois
$442K 16,558 +1,000 +6%
NIA
13
NBZ Investment Advisors
Tennessee
$292K 10,946 +10,946 New
FA
14
Flagstar Advisors
New York
$288K 10,798 +651 +6%
AAS
15
Avantax Advisory Services
Texas
$239K 8,953
RCM
16
Riggs Capital Management
Utah
$231K 8,665 +8,665 New
VIP
17
Vista Investment Partners
Oklahoma
$222K 8,330
Osaic Holdings
18
Osaic Holdings
Arizona
$194K 7,250 -2,795 -28%
NWMP
19
Noble Wealth Management PBC
Colorado
$192K 7,200 +7,200 New
AF
20
Allworth Financial
California
$57.8K 2,146 +2,146 New
Wells Fargo
21
Wells Fargo
California
$10.7K 400
UBS Group
22
UBS Group
Switzerland
$3.26K 122 -149 -55%
AWM
23
AE Wealth Management
Kansas
-16,973 Closed
OMC
24
Old Mission Capital
Illinois
-15,308 Closed
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
-12,547 Closed