Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2.35% less ownership
Funds ownership: 50.03% → 47.68% (-2.4%)
4% less funds holding
Funds holding: 23 → 22 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
15% less capital invested
Capital invested by funds: $38.9M → $33.1M (-$5.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$2.08M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$278K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$57K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$27.6K |
| 5 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$26.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.46M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$2.08M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$447K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$404K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$331K |
CPSM Hedge Fund Activity: Q4 2024 in Review
22 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) for Q4 2024, worth a combined $33.1M — down 15% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPSM positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Calamos Advisors, adding an estimated $2.08M. The largest seller was Envestnet Asset Management, cutting an estimated $5.46M.
- 22 institutional investors held Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) as of Q4 2024, down from 23 in Q3 2024.
- Funds reported $33.1M of Calamos S&P 500 Structured Alt Protection ETF - May stock for Q4 2024, down 15% quarter-over-quarter.
- 4 funds opened new Calamos S&P 500 Structured Alt Protection ETF - May positions in Q4 2024 and 3 closed out, a net change of +1 holder.
- The largest Calamos S&P 500 Structured Alt Protection ETF - May buyer in Q4 2024 was Calamos Advisors, an estimated $2.08M added.
- The largest Calamos S&P 500 Structured Alt Protection ETF - May seller in Q4 2024 was Envestnet Asset Management, an estimated $5.46M sold.
Based on aggregated 13F filings for Q4 2024.