/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

CBTJ

CBTJ 13F Filing Data & Analysis

Calamos Bitcoin 80 P ETF Jan

-$3.8M

Net Activity

Institutions Holding

22

Popularity Rank

#7990

Avg Weight

0.03%

Total Value

$8.5M

Ownership Trend

22 institutions currently hold CBTJ, with 8 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

8

Key Holders

Key Holders

Top 5 by Value

MBL Wealth, LLC

Calamos Advisors LLC

Beacon Pointe Advisors, LLC

NBZ Investment Advisors LLC

Top 5 by Conviction

NBZ Investment Advisors LLC

MBL Wealth, LLC

Estate Planners Group, LLC

Mcdonald Partners LLC

Evexia Wealth LLC

View all 22 holding institutions

Quarterly Activity

Recent Activity

+$2.9M

Total Buy Value

$9.9M

Total Sell Value

New buy4

Trim11

Add4

Sold out3

8

Net Buyers

14

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CALAMOS BITCOIN 80 P ETF JAN (CBTJ)?

Major stakeholders currently include MBL Wealth, LLC ($1.8M), Betterment LLC ($1.6M), Calamos Advisors LLC ($1.0M). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in CBTJ.

What is the overall institutional sentiment toward CBTJ recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.8M, driven by 8 managers accumulating shares while 14 reduced their exposure.

Which institutions have been selling or reducing their CBTJ positions?

In the latest period, 11 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $9.9M.

Are there any notable investors adding CBTJ to their portfolios?

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.9M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter