CALMS S&P 500 S PR ETF - FEB (CPSF) Institutional Ownership Changes & 13F Activity
CALMS S&P 500 S PR ETF - FEB (CPSF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Calamos Advisors Llc, Bradley Foster & Sargent Inc/Ct, Susquehanna International Group, Llp, Grantvest Financial Group Llc, and Mml Investors Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Buy | +2,911 | +28.8% | 13,023 | $333.00K | Q1 2026 | May 18, 2026 |
| Bradley Foster & Sargent Inc/Ct | Buy | +46,082 | — | 46,082 | $1.18M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +5,805 | +598.5% | 6,775 | $173.37K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -2,925 | -94.7% | 165 | $4.22K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +2,072 | — | 2,072 | $53.02K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -1,238 | -13.3% | 8,080 | $206.74K | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group Llc | Buy | +37,272 | — | 37,272 | $953.67K | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, Llc | Buy | +1,162 | +11.1% | 11,593 | $296.63K | Q1 2026 | May 08, 2026 |
| Pfg Advisors | Buy | +3,000 | +19.9% | 18,100 | $463.12K | Q1 2026 | May 05, 2026 |
| Calamos Advisors Llc | Buy | +122,249 | +40.3% | 425,943 | $10.90M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +15,795 | — | 15,795 | $404.14K | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management Llc | Buy | +12,067 | +19.0% | 75,692 | $1.94M | Q1 2026 | May 04, 2026 |
| New England Capital Financial Advisors Llc | Buy | +686 | +172.4% | 1,084 | $27.74K | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Buy | +50 | +0.2% | 22,973 | $587.81K | Q1 2026 | Apr 27, 2026 |
| Next Level Private Llc | Buy | +9,655 | — | 9,655 | $247.04K | Q1 2026 | Apr 23, 2026 |
| Stolz & Associates, Ps | Buy | +11,761 | — | 11,761 | $304.67K | Q1 2026 | Apr 22, 2026 |
| Jim Saulnier & Associates, Llc | Sell | -6,245 | -26.3% | 17,469 | $446.98K | Q1 2026 | Apr 22, 2026 |
| Creative Financial Designs Inc | Buy | +70 | +9.2% | 834 | $21.34K | Q1 2026 | Apr 13, 2026 |
| Burkett Financial Services, Llc | Buy | +775 | — | 775 | $19.83K | Q1 2026 | Apr 01, 2026 |
| Susquehanna International Group, Llp | Sell | -39,088 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Old Mission Capital Llc | Sell | -9,037 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Sarver Vrooman Wealth Advisors | Sell | -1,000 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 10, 2026 |
| Atria Investments, Inc | Sell | -8,099 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 05, 2026 |
| Ubs Group Ag | Sell | -984 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
| Greenberg Financial Group | Sell | -13,169 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 22, 2026 |
Frequently asked questions about CPSF activity
Which institutional owners are buying CPSF?
Institutional owners buying CPSF 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 CPSF activity?
"Buy" means an investor increased their reported position in CPSF compared to the prior reporting period. This reflects growing exposure to CALMS S&P 500 S PR ETF - FEB (CPSF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPSF increasing?
Institutional interest in CPSF 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.