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Calamos ETF Trust (CPNJ)
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Upturn Advisory Summary
03/18/2025: CPNJ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 3.43% | Avg. Invested days 129 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 7189 | Beta - | 52 Weeks Range 23.65 - 25.34 | Updated Date 04/1/2025 |
52 Weeks Range 23.65 - 25.34 | Updated Date 04/1/2025 |
Upturn AI SWOT
Calamos ETF Trust
ETF Overview
Overview
Calamos ETF Trust offers various actively managed ETFs focusing on income generation, risk-managed equity strategies, and thematic investments.
Reputation and Reliability
Calamos is a well-established investment firm with a history of managing both mutual funds and ETFs.
Management Expertise
The management team comprises experienced investment professionals with expertise in fixed income, equity, and alternative investments.
Investment Objective
Goal
The investment goals vary by individual ETF within the Calamos ETF Trust, but generally aim for capital appreciation, income generation, or a combination of both.
Investment Approach and Strategy
Strategy: The ETFs employ active management strategies, not designed to track a specific index. Strategies include options overlays, fundamental analysis, and quantitative models.
Composition The asset composition varies significantly by ETF. Some focus on equities, some on fixed income, and others use a blend or alternative assets.
Market Position
Market Share: Varies depending on the specific ETF. Calamos ETF trust ETFs are not one of the top ETFs in any sector.
Total Net Assets (AUM): Data varies significantly across the individual ETFs within the Calamos ETF Trust and changes constantly.
Competitors
Key Competitors
- SPY
- IVV
- VTI
- AGG
- IWM
Competitive Landscape
The ETF industry is highly competitive. Calamos ETFs compete with larger, well-established ETFs from issuers like Vanguard, BlackRock, and State Street. Calamos's active management provides a potential edge through investment expertise. However, active management can be more costly and doesn't guarantee outperformance.
Financial Performance
Historical Performance: Historical performance data is fund specific and should be sourced from official fund information.
Benchmark Comparison: The benchmark comparison is fund specific and dependent on the investment objective of that fund.
Expense Ratio: Expense ratios vary by fund within the Calamos ETF Trust. Specific fund information is required.
Liquidity
Average Trading Volume
The ETF's liquidity is dependent on the specific ETF and the assets held, some are very liquid while others have limited trading volume.
Bid-Ask Spread
The bid-ask spread varies by fund but is typically reasonable for the more popular funds.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, sector-specific trends, and investor sentiment all influence Calamos ETF Trust's performance.
Growth Trajectory
Growth is dependent on the specific ETF within the trust and any adjustments to underlying investments.
Moat and Competitive Advantages
Competitive Edge
Calamos ETF Trust's competitive edge lies in its active management approach and specialized investment strategies. They provide exposure to specific market segments or investment themes, aiming to generate superior returns compared to passive index funds. Their expertise in options strategies can enhance income generation or manage downside risk. The ability to adapt to changing market conditions quickly is an advantage. However, the increased fees for active management must be justified by performance.
Risk Analysis
Volatility
Volatility depends on the individual ETF's investments and market environment.
Market Risk
Market risk is inherent in any investment and directly relates to the underlying assets of the ETF such as stocks, bonds, or alternatives.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies by the ETF. Some ETFs may be suited for income-seeking investors, while others might be better for those seeking growth or thematic investments.
Market Risk
Suitability depends on the specific fund and investor goals; some funds may be suitable for long-term investors while others could be utilized by active traders.
Summary
Calamos ETF Trust offers a diverse range of actively managed ETFs covering equities, fixed income, and alternative asset classes. Their strength lies in their active management approach, aiming to generate alpha through specialized investment strategies. Performance depends on management's skill and is not guaranteed. Investors should carefully consider their investment goals and risk tolerance before investing. Due diligence is a must, as not all Calamos funds are top performers.
Similar Companies
- JEPI
- SCHD
- DIVO
- VYM
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Sources and Disclaimers
Data Sources:
- Calamos Investments Official Website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 that reference the price performance of the Invesco QQQ TrustSM", Series 1. 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.
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