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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

196 hedge funds and large institutions have $553M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
64
Reduced
53
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$31.6M
2
LPL Financial
2
LPL Financial
California
$17.1M
3
CA
3
Cornerstone Advisors
North Carolina
$20.7M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$1.98M
5
JWCA
5
J.W. Cole Advisors
Florida
$2.04M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$31.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$68.2M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$520K
4
EP
4
Essential Planning
New Hampshire
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.86M 176,813 -77 -0%
SPIA
27
Steward Partners Investment Advisory
New York
$2.41M 149,193 +11,494 +8%
CA
28
Clearstead Advisors
Ohio
$2.29M 141,618 -4,432 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.28M 140,824 +4,865 +4%
SC
30
Savant Capital
Illinois
$2.18M 134,893 -8,990 -6%
PCM
31
Pointe Capital Management
Michigan
$2.12M 131,222 -16,500 -11%
JWCA
32
J.W. Cole Advisors
Florida
$2.04M 125,852 +109,277 +659%
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$1.98M 122,330 +122,330 New
PWA
34
Prairie Wealth Advisors
Nebraska
$1.77M 109,517 -1,168 -1%
Mariner
35
Mariner
Kansas
$1.68M 104,127 +3,656 +4%
ACP
36
Aviance Capital Partners
Florida
$1.61M 99,472 +1,535 +2%
Invesco
37
Invesco
Georgia
$1.61M 99,309 +22,640 +30%
MWA
38
Meridian Wealth Advisors
Texas
$1.58M 97,722 +500 +0.5%
FFS
39
Founders Financial Securities
Maryland
$1.53M 96,730 +9,480 +11%
CTC
40
Central Trust Company
Missouri
$1.45M 89,740 -1,125 -1%
CWM
41
Calamos Wealth Management
Illinois
$1.38M 85,160 +23,190 +37%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.27M 78,207 -287 -0.4%
PAG
43
Private Advisor Group
New Jersey
$1.11M 68,309 +2,687 +4%
OC
44
Oppenheimer & Co
New York
$1.04M 64,308 +30,316 +89%
LSPW
45
Lake Street Private Wealth
Illinois
$1.04M 64,098 +398 +0.6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.03M 63,808 +19,138 +43%
NA
47
NewEdge Advisors
Louisiana
$1.03M 63,650 +5,059 +9%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$973K 60,154 -27,674 -32%
HI
49
Harbour Investments
Wisconsin
$927K 57,293 -2,860 -5%
KAS
50
Kestra Advisory Services
Texas
$925K 57,169 +508 +0.9%
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