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CPSY

Calamos S&P 500 Structured Alt Protection ETF - January

20 hedge funds and large institutions have $13.6M invested in Calamos S&P 500 Structured Alt Protection ETF - January in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $12M → $13.6M (+$1.54M)

11% more funds holding

Funds holding: 1820 (+2)

6.11% more ownership

Funds ownership: 54.12%60.23% (+6.1%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$7.76M +$814K +32,748 +12%
OMC
2
Old Mission Capital
Illinois
$716K +$709K +28,542 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$654K
JSA
4
Jim Saulnier & Associates
Colorado
$647K
Mariner
5
Mariner
Kansas
$642K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$567K +$155K +6,244 +38%
WS
7
Wedbush Securities
California
$534K
SFP
8
Sterling Financial Planning
New Jersey
$433K +$219K +8,825 +104%
CWM
9
Calamos Wealth Management
Illinois
$386K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$313K +$8.15K +328 +3%
HI
11
Harbour Investments
Wisconsin
$214K -$52.2K -2,102 -20%
WA
12
Waverly Advisors
Alabama
$214K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$208K
Osaic Holdings
14
Osaic Holdings
Arizona
$151K
CAL
15
Capital Analysts LLC
Pennsylvania
$64K
SAG
16
SageView Advisory Group
California
$40.9K +$40.5K +1,629 New
EIPL
17
Essential Investment Partners LLC
Colorado
$12.5K +$12.4K +500 New
TAM
18
Tucker Asset Management
Colorado
$3.69K +$3.65K +147 New
CFD
19
Creative Financial Designs
Indiana
$3.69K -$25 -1 -0.7%
MI
20
Motiv8 Investments
Florida
$37 +$36.3K +1,461 New
WAM
21
Worth Asset Management
Texas
-$316K -12,793 Closed
UBS Group
22
UBS Group
Switzerland
-$138K -5,584 Closed
CF
23
Centaurus Financial
California
-$123K -4,973 Closed

CPSY Hedge Fund Activity: Q4 2025 in Review

20 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) for Q4 2025, worth a combined $13.6M — up 13% from $12M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CPSY positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $814K. The largest seller was Worth Asset Management, exiting entirely with an estimated $316K sold.

  • 20 institutional investors held Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $13.6M of Calamos S&P 500 Structured Alt Protection ETF - January stock for Q4 2025, up 13% quarter-over-quarter.
  • 5 funds opened new Calamos S&P 500 Structured Alt Protection ETF - January positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Calamos S&P 500 Structured Alt Protection ETF - January buyer in Q4 2025 was Calamos Advisors, an estimated $814K added.
  • The largest Calamos S&P 500 Structured Alt Protection ETF - January seller in Q4 2025 was Worth Asset Management, an estimated $316K sold.

Based on aggregated 13F filings for Q4 2025.