CALAMOS STRAT TTL RTRN FND (CSQ) Institutional Ownership Changes & 13F Activity

CALAMOS STRAT TTL RTRN FND (CSQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Raymond James Financial Inc, 1607 Capital Partners, Llc, Rivernorth Capital Management, Llc, and Karpus Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+388+1.3%29,734$611.34KQ2 2026Sep 09, 2026
1607 Capital Partners, LlcBuy+202,825+46.9%635,466$13.07MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+10,87510,875$223.59KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+36,458+104.2%71,451$1.47MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+10,79410,794$221.93KQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+301,478301,478$6.20MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+230,339+10.8%2,356,479$48.45MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+179,071+103.8%351,534$7.23MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+107,581+5.5%2,052,204$42.19MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+54,31154,311$1.12MQ2 2026Aug 14, 2026
&PartnersSell-53,622-9.7%501,570$10.23MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+50,453+7.8%699,531$14.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+44,755+2.1%2,162,971$44.47MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+38,894+11.8%369,250$7.59MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+31,61931,619$650.09KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-17,612-0.6%3,045,129$62.61MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+11,23311,233$230.94KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+11,15511,155$229.35KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-10,406-29.6%24,775$509.37KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+9,8299,829$202.09KQ2 2026Aug 14, 2026
Pointe Capital Management LlcSell-8,499-6.8%115,602$2.38MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,949+0.2%4,865,484$100.03MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+6,413+128.9%11,390$234.18KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+5,835+43.7%19,190$394.55KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-5,205-28.0%13,400$275.50KQ2 2026Aug 14, 2026
Fwl Investment Management, LlcBuy+3,5503,550$72.99KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-2,583-5.7%42,653$876.94KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-1,700-1.0%170,261$2.91MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,568+14.5%12,358$254.08KQ2 2026Aug 14, 2026
Strategies Wealth Advisors, LlcSell-1,000-5.3%17,962$369.30KQ2 2026Aug 14, 2026
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Frequently asked questions about CSQ activity

  • Which institutional owners are buying CSQ?

    Institutional owners buying CSQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CSQ activity?

    "Buy" means an investor increased their reported position in CSQ compared to the prior reporting period. This reflects growing exposure to CALAMOS STRAT TTL RTRN FND (CSQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CSQ increasing?

    Institutional interest in CSQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.