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CPSM

Calamos S&P 500 Structured Alt Protection ETF - May

26 hedge funds and large institutions have $30M invested in Calamos S&P 500 Structured Alt Protection ETF - May in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 2626 (0)

0.96% less ownership

Funds ownership: 49.23%48.27% (-0.96%)

6% less capital invested

Capital invested by funds: $32M → $30M (-$1.96M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$6.76M -$54.9K -1,957 -0.8%
CF
2
Centaurus Financial
California
$3.17M -$728K -25,949 -19%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$2.98M -$1.31M -46,566 -31%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.63M -$522K -18,613 -17%
HI
5
Harbour Investments
Wisconsin
$2.45M -$323K -11,520 -12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.97M +$1.31M +46,714 +203%
ASN
7
Advisory Services Network
Georgia
$1.57M
SMAM
8
Sugar Maple Asset Management
Wisconsin
$1.1M
BWM
9
BCGM Wealth Management
Indiana
$1.01M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$977K +$150K +5,362 +18%
JP Morgan Chase
11
JP Morgan Chase
New York
$777K +$770K +27,449 +94,652%
Osaic Holdings
12
Osaic Holdings
Arizona
$668K +$207K +7,367 +45%
WCP
13
Wick Capital Partners
Pennsylvania
$567K +$380K +13,557 +210%
OMC
14
Old Mission Capital
Illinois
$550K +$546K +19,459 New
CAGAS
15
Capital Advisory Group Advisory Services
Minnesota
$545K -$8.73K -311 -2%
CWM
16
Calamos Wealth Management
Illinois
$514K -$340K -12,112 -40%
MA
17
Mutual Advisors
Nebraska
$471K +$466K +16,612 New
HF
18
HRT Financial
New York
$440K +$437K +15,562 New
NIA
19
NBZ Investment Advisors
Tennessee
$310K
MFG
20
Merit Financial Group
Georgia
$245K
VIP
21
Vista Investment Partners
Oklahoma
$224K
AAS
22
Ameritas Advisory Services
Nebraska
$76.4K +$75.8K +2,700 New
NWMP
23
Noble Wealth Management PBC
Colorado
$36.8K +$36.5K +1,300 New
AF
24
Allworth Financial
California
$6.14K
NECFA
25
New England Capital Financial Advisors
Connecticut
$5.12K

CPSM Hedge Fund Activity: Q3 2025 in Review

26 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) for Q3 2025, worth a combined $30M — down 6.1% from $32M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CPSM positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.31M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $2.01M sold.

  • 26 institutional investors held Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $30M of Calamos S&P 500 Structured Alt Protection ETF - May stock for Q3 2025, down 6.1% quarter-over-quarter.
  • 5 funds opened new Calamos S&P 500 Structured Alt Protection ETF - May positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Calamos S&P 500 Structured Alt Protection ETF - May buyer in Q3 2025 was Susquehanna International Group, an estimated $1.31M added.
  • The largest Calamos S&P 500 Structured Alt Protection ETF - May seller in Q3 2025 was Simplicity Wealth, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2025.