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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

158 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
30
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.7M
3
SFS
3
Shaker Financial Services
Virginia
$2.34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.64M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$83.7M
2
UBS Group
2
UBS Group
Switzerland
$75.5M
3
FPOC
3
Financial Planners of Cleveland
Ohio
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.49M
5
SA
5
Scarborough Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SLWA
51
San Luis Wealth Advisors
California
$637K 33,025 +33,025 New
NFG
52
Nations Financial Group
Iowa
$611K 34,868 +1,800 +5%
KAS
53
Kestra Advisory Services
Texas
$606K 34,559 -1,210 -3%
QCIG
54
Quad-Cities Investment Group
Iowa
$605K 34,512 +529 +2%
WWM
55
Western Wealth Management
Colorado
$600K 34,176 +18,088 +112%
PAG
56
Private Advisor Group
New Jersey
$596K 34,014 +2,070 +6%
5L
57
55I LLC
Massachusetts
$584K 33,310 +3,803 +13%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$577K 32,359 +32,359 New
KPWS
59
Kestra Private Wealth Services
Texas
$574K 32,720 -3,332 -9%
KWA
60
Kellett Wealth Advisors
Ohio
$568K 32,379 -5,050 -13%
Goldman Sachs
61
Goldman Sachs
New York
$555K 31,646 – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$550K 31,402 -487 -2%
DADC
63
D.A. Davidson & Co
Montana
$534K 30,459 – –
Invesco
64
Invesco
Georgia
$532K 30,355 -13,269 -30%
ASN
65
Advisory Services Network
Georgia
$527K 30,062 +121 +0.4%
CWM
66
Calamos Wealth Management
Illinois
$513K 29,240 – –
AWM
67
AE Wealth Management
Kansas
$473K 26,997 +531 +2%
SMC
68
Smith, Moore & Co
Missouri
$469K 26,750 -1,000 -4%
XF
69
XML Financial
Maryland
$466K 26,597 – –
TC
70
Telemus Capital
Michigan
$443K 25,298 -11,374 -31%
GPFA
71
Game Plan Financial Advisors
Ohio
$438K 25,000 – –
EM
72
ELCO Management
New York
$419K 23,900 -100 -0.4%
IFWM
73
Institute for Wealth Management
Colorado
$399K 22,742 -620 -3%
Creative Planning
74
Creative Planning
Kansas
$387K 22,079 +450 +2%
BCM
75
Brookstone Capital Management
Illinois
$379K 22,728 +330 +1%
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