Who Owns CALAMOS ETF TR (CPSD)?Hedge Fund & Institutional Holders

$26.12+0.09 (+0.33%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.768000775700077e+253T

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$23.65$24.29$24.92$25.55$26.18Dec 24Jul 25Mar 26

CPSD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Calamos Advisors LLCNew Position+893K+$23.3B
Calamos Wealth Management LLCNew Position+303K+$8.0B
New England Capital Financial Advisors LLCNew Position+59K+$1.5B
OSAIC HOLDINGS, INC.Increased+100K+$1.4B
Cyr Financial Inc.New Position+39K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+107K+$1.0B
Grantvest Financial Group LLCNew Position+21K+$559.0M
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+21K+$541.0M
Fortitude Advisory Group L.L.C.New Position+15K+$382.0M
AMERICAN ASSET MANAGEMENT INC.New Position+14K+$350.0M
JIM SAULNIER & ASSOCIATES, LLCNew Position+11K+$274.0M
Sterling Financial Planning, Inc.New Position+8K+$216.0M
Jessup Wealth Management, IncNew Position+4K+$115.0M
Sound Income Strategies, LLCNew Position+2K+$43.0M
UBS Group AGIncreased+1K+$32.5M

CPSD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-58K-$2.4B
LPL Financial LLCDecreased-276-$1.2B
HARBOUR INVESTMENTS, INC.Decreased-10K-$708.5M
WealthTrust Asset Management, LLCClosed Position-8K-$213.3M
OLD MISSION CAPITAL LLCDecreased-7K-$142.6M
MARIPAU WEALTH MANAGEMENT LLCDecreased-565-$7.7M
Cambridge Investment Research Advisors, Inc.Closed Position-232K-$5.9M
Pallas Capital Advisors LLCDecreased-280-$5.4M
Camelot Portfolios, LLCDecreased-364-$2.5M
PRINCIPAL SECURITIES, INC.Closed Position-5K-$121K
Claro Advisors Inc.Decreased-365-$1K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Calamos Advisors LLC308,292$7.8B29.18%Share
2Calamos Advisors LLC298,019$7.8B29.13%Share
3Calamos Advisors LLC286,753$7.7B29.10%Share
4Calamos Wealth Management LLC125,519$3.4B0.12%Share
5Calamos Wealth Management LLC102,449$2.7B0.09%Share
6OSAIC HOLDINGS, INC.109,277$2.0B2.92%Share
7Calamos Wealth Management LLC75,130$1.9B0.07%Share
8New England Capital Financial Advisors LLC57,698$1.5B0.59%Share
9BURKETT FINANCIAL SERVICES, LLC52,246$1.4B0.46%Share
10Advisor OS, LLC41,476$1.1B0.09%Share
11Cyr Financial Inc.39,288$1.0B0.64%Share
12COMMONWEALTH EQUITY SERVICES, LLC58,269$1.0B1.33%Share
13OLD MISSION CAPITAL LLC28,519$770.0M0.02%Share
14Camelot Portfolios, LLC25,744$695.0M0.43%Share
15OLD MISSION CAPITAL LLC20,780$523.0M0.01%Share
16Signal Advisors Wealth, LLC15,483$402.0M0.03%Share
17Fortitude Advisory Group L.L.C.15,189$382.0M0.16%Share
18MARIPAU WEALTH MANAGEMENT LLC13,913$362.0M0.17%Share
19AMERICAN ASSET MANAGEMENT INC.13,900$350.0M0.30%Share
20Grantvest Financial Group LLC12,212$330.0M0.21%Share
21JIM SAULNIER & ASSOCIATES, LLC10,901$274.0M0.14%Share
22ADAMSBROWN WEALTH CONSULTANTS LLC10,500$273.0M0.08%Share
23ADAMSBROWN WEALTH CONSULTANTS LLC10,665$268.0M0.07%Share
24Pallas Capital Advisors LLC9,242$249.0M0.01%Share
25Sterling Financial Planning, Inc.8,018$216.0M0.07%Share
26BURKETT FINANCIAL SERVICES, LLC7,237$195.0M0.07%Share
27Grantvest Financial Group LLC7,188$187.0M0.12%Share
28Jessup Wealth Management, Inc4,456$115.0M0.04%Share
29CREATIVE FINANCIAL DESIGNS INC /ADV2,938$76.0M0.00%Share
30Sound Income Strategies, LLC1,608$43.0M0.00%Share
31Grantvest Financial Group LLC1,617$42.0M0.03%Share
32New England Capital Financial Advisors LLC1,326$33.0M0.01%Share
33UBS Group AG1,229$31.0M0.01%Share
34CREATIVE FINANCIAL DESIGNS INC /ADV1,110$27.0M0.00%Share
35UBS Group AG353$8.0M0.00%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV301$8.0M0.00%Share
37UBS Group AG189$5.0M0.00%Share
38STOLZ & ASSOCIATES, PS42,091$1.1M0.84%Share
39LPL Financial LLC45,714$1.0M0.00%Share
40Blue Water Asset Management25,089$652K0.23%Share
41Blue Water Asset Management16,552$447K0.16%Share
42Claro Advisors Inc.16,586$431K0.06%Share
43HARBOUR INVESTMENTS, INC.15,495$419K0.01%Share
44Sloy Dahl & Holst, LLC13,025$338K0.04%Share
45Blue Water Asset Management13,285$334K0.12%Share
46City Center Advisors, LLC11,629$314K0.29%Share
47HOHIMER WEALTH MANAGEMENT, LLC8,888$240K0.03%Share
48STOLZ & ASSOCIATES, PS8,525$214K0.17%Share
49Capital Analysts, LLC7,212$195K0.01%Share
50Capital Analysts, LLC6,533$177K0.01%Share

CPSD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$45.1B+16
Q3 202527$12.9B-12
Q2 202539$46.0B+2
Q1 202537$41.4B+5
Q4 202432$634.5B+21
Q3 202411$858.9B—

As of Q4 2025, 50 institutional investors hold CPSD (CALAMOS ETF TR). The largest holder is Calamos Advisors LLC with $7.8B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CPSD?

As of Q4 2025, 50 institutional investors report holding CPSD (CALAMOS ETF TR) in their 13F filings.

Who is the largest institutional holder of CPSD?

The largest institutional holder of CPSD is Calamos Advisors LLC with $7.8B in shares.

Is institutional ownership of CPSD increasing or decreasing?

This quarter, 13 institutions opened new positions in CPSD and 3 closed their positions.