#USA #Chicago, Illinois #Calamos ETFs #Structured Protection #CPSR

Calamos Investments Launches Innovative ETFs with Full Downside Protection

Calamos Investments, a prominent player in alternative investing, has announced the launch of two new exchange-traded funds (ETFs) that provide investors with unique opportunities in the current financial landscape. The newly introduced Calamos S&P 500® Structured Alt Protection ETF® (CPSR) and Calamos Nasdaq-100® Structured Alt Protection ETF® (CPNM) promise to deliver notable upside cap rates along with robust downside protection for investors.

Launched on March 3, 2025, both ETFs have been designed to include comprehensive features that meet the growing demand for financial strategies aimed at capital protection. These funds specifically target the S&P 500 and Nasdaq-100 indices, offering 100% downside protection over a one-year holding period.

Attractive Cap Rates

The CPSR ETF has an impressive cap rate of 7.63%, while the CPNM ETF boasts an even higher cap rate of 8.17%. These cap rates represent the maximum percentage return investors can achieve if they hold their investments over the designated outcome period (from March 3, 2025, to February 27, 2026). Such potential gains are particularly appealing for investors who are cautious due to market volatility yet looking for growth opportunities.

Structured Protection Mechanism

One of the key features of these ETFs is their structured protection. Both funds ensure that investors have 100% downside protection if they retain their shares throughout the one-year outcome period. This safety net is crucial in today’s market environment, where fluctuations are common, and investors seek to protect their capital.

Managed by Calamos’ accomplished team, led by Co-Chief Investment Officer Eli Pars, these funds utilize Calamos’ extensive experience in alternatives and risk management. By leveraging options strategies, each ETF taps into the price returns of renowned reference assets — the SPDR® S&P 500® ETF Trust (SPY) for CPSR and the Invesco QQQ Trust for CPNM.

Tax Efficiency

Another advantage of these ETFs is their tax efficiency. By holding within the fund for over a year, any gains are treated as long-term capital gains, which typically have lower tax implications than short-term gains. This aspect could significantly enhance the after-tax returns for investors who are planning for the long haul.

Monthly Entry Points

The Calamos Structured Protection ETF series exhibits a competitive edge thanks to its monthly entry points into capital-protected growth strategies. Each month offers fresh opportunities for financial advisors and investors alike, enabling a strategic approach to the ever-evolving market dynamics.

As part of their commitment to providing innovative investment solutions, Calamos has ensured that the ETFs maintain a reasonable annual expense ratio of 0.69%. This relatively low cost structure enhances the overall value proposition for potential investors.

Conclusion

In summary, the introduction of the CPSR and CPNM ETFs by Calamos Investments delivers a compelling investment strategy that combines attractive growth potential with essential downside protection. These structured protection mechanisms cater to both cautious investors and those looking to capitalize on market opportunities without sacrificing security. As more individuals and institutional investors recognize the advantages of this innovative offering, Calamos position in the financial markets is likely to strengthen, continuing to appeal to a broad audience seeking to balance risk and reward effectively.

For more information on these and other offerings, potential investors can visit Calamos’s website or connect through their various social media platforms.