CAL S&P 500 ST ALT P ETF - M (CPSR) Institutional Ownership Changes & 13F Activity
CAL S&P 500 ST ALT P ETF - M (CPSR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 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, Verdence Capital Advisors Llc, Susquehanna International Group, Llp, Blue Water Asset Management, and Stolz & Associates, Ps.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Calamos Advisors Llc | Buy | +121,500 | +32.7% | 492,822 | $12.90M | Q3 2026 | Nov 02, 2026 |
| Calamos Wealth Management Llc | Sell | -600 | -0.8% | 71,688 | $1.88M | Q3 2026 | Nov 02, 2026 |
| Verdence Capital Advisors Llc | Buy | +66,865 | — | 66,865 | $1.75M | Q3 2026 | Oct 26, 2026 |
| Fortitude Advisory Group L.L.C. | Buy | +523 | +3.4% | 15,712 | $411.18K | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, Llc | Sell | -2,309 | -12.9% | 15,612 | $408.57K | Q3 2026 | Oct 08, 2026 |
| Susquehanna International Group, Llp | Sell | -26,663 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -9,660 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -8,863 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Sell | -5,080 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,533 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Harbour Investments, Inc. | Sell | -1,846 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services Llc | Sell | -10,528 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Sell | -7,935 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Blue Water Asset Management | Sell | -16,665 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 03, 2026 |
| Stolz & Associates, Ps | Sell | -11,455 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 29, 2026 |
| Jim Saulnier & Associates, Llc | Sell | -10,901 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -272 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 28, 2026 |
| New England Capital Financial Advisors Llc | Sell | -2,293 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 27, 2026 |
Frequently asked questions about CPSR activity
Which institutional owners are buying CPSR?
Institutional owners buying CPSR 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 CPSR activity?
"Buy" means an investor increased their reported position in CPSR compared to the prior reporting period. This reflects growing exposure to CAL S&P 500 ST ALT P ETF - M (CPSR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPSR increasing?
Institutional interest in CPSR 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.