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Calamos ETF Trust (CPSM)
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Upturn Advisory Summary
10/24/2025: CPSM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.11% | Avg. Invested days 113 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.31 - 27.89 | Updated Date 06/30/2025 |
52 Weeks Range 25.31 - 27.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
Calamos ETF Trust
ETF Overview
Overview
Calamos ETF Trust offers a suite of actively managed ETFs focused on income generation and capital appreciation. The trust includes funds targeting convertible securities, high income alternatives, and equity strategies. The investment strategy emphasizes active management to generate higher returns than passive indices.
Reputation and Reliability
Calamos Investments has a solid reputation in the market, known for its expertise in convertible securities and active management strategies.
Management Expertise
The management team consists of experienced professionals specializing in fixed income, equities, and alternative investments.
Investment Objective
Goal
To provide investors with income and/or capital appreciation through actively managed investment strategies.
Investment Approach and Strategy
Strategy: The ETFs are actively managed and do not track specific indices. They employ various strategies depending on the fund, including convertible arbitrage, high yield investing, and equity selection.
Composition The assets held vary by fund, but generally include a mix of stocks, bonds, convertible securities, and other income-generating assets.
Market Position
Market Share: The market share varies by individual fund within the Calamos ETF Trust.
Total Net Assets (AUM): AUM varies greatly among the individual ETFs within the trust. Actual values should be obtained from recent financial statements.
Competitors
Key Competitors
- ICVT
- SPHB
- HYG
- JNK
Competitive Landscape
The ETF industry is highly competitive. Calamos's active management is an advantage, aiming for outperformance, but it carries higher fees. Competitors offer passive or lower-cost alternatives, appealing to different investor preferences. Calamos differentiation is its active style focused on convertible and income related securities.
Financial Performance
Historical Performance: Historical financial performance data is fund-specific and should be obtained from individual fund fact sheets or prospectuses.
Benchmark Comparison: Performance compared to benchmarks should be evaluated on a fund-specific basis.
Expense Ratio: Expense ratios are fund-specific. Please consult the specific fund's prospectus.
Liquidity
Average Trading Volume
Average trading volume varies by fund, but generally is related to the funds AUM and should be monitored. Lower volume can result in less favorable trade executions.
Bid-Ask Spread
Bid-ask spreads will vary depending on the ETF and market conditions, which needs to be monitored for trade executions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth affect Calamos ETFs. Sector-specific trends also play a role. Market sentiment and risk appetite influence investor demand.
Growth Trajectory
Growth depends on the performance of the underlying assets and the success of Calamos's active management strategies. Changes to strategy are dependent on market conditions.
Moat and Competitive Advantages
Competitive Edge
Calamos has expertise in actively managing convertible securities and income-generating assets. The active management approach aims to outperform passive indices. The firm's focus on specialized areas within fixed income and equities can provide a competitive edge. This is attractive for investors looking for higher returns than passive investment.
Risk Analysis
Volatility
Volatility depends on the individual fund and its underlying assets. Actively managed strategies may experience higher volatility.
Market Risk
Market risk depends on the asset classes held, including equity market risk, credit risk, and interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income and/or capital appreciation through actively managed strategies, and is tolerant of higher fees associated with active management.
Market Risk
Suitable for investors looking for potential outperformance over the long term, with an understanding of the risks and costs involved with active management.
Summary
Calamos ETF Trust offers a suite of actively managed ETFs targeting income and capital appreciation. Their focus on convertible securities and other specialized strategies provides a unique offering. Active management seeks to outperform passive indices, but this comes with higher fees and potential for underperformance. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Calamos Investments website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calamos ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange Options (FLEX Options) that reference the price performance of the SPDR®" S&P 500®" ETF Trust. FLEX Options are customized equity or index option contracts that trade on an exchange but provide investors with the ability to customize key contract terms like exercise prices, styles and expiration dates. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.