Congress Intermediate Bond ETF
CAFX
22 hedge funds and large institutions have $147M invested in Congress Intermediate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 7 closing their positions.
7.76% less ownership
Funds ownership: 52.47% → 44.7% (-7.8%)
19% less funds holding
Funds holding: 27 → 22 (-5)
26% less capital invested
Capital invested by funds: $199M → $147M (-$51.1M)
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
| 3 |
Jane Street
New York
|
+$899K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$683K |
| 5 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.2M |
| 2 |
Goldman Sachs
New York
|
-$1.66M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$991K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$804K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWCA
26
J.W. Cole Advisors
Tampa,
Florida
| – | -$268K | -10,728 | Closed |
|
27
US Bancorp
Minneapolis,
Minnesota
| – | -$81.7K | -3,266 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$80K | -3,207 | Closed |
|
|
AF
29
Allworth Financial
Folsom,
California
| – | -$36.3K | -1,450 | Closed |
|
CAFX Hedge Fund Activity: Q1 2026 in Review
22 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q1 2026, worth a combined $147M — down 26% from $199M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CAFX and 2 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.4M. The largest seller was Osaic Holdings, cutting an estimated $47.2M.
- 22 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q1 2026, down from 27 in Q4 2025.
- Funds reported $147M of Congress Intermediate Bond ETF stock for Q1 2026, down 26% quarter-over-quarter.
- 2 funds opened new Congress Intermediate Bond ETF positions in Q1 2026 and 7 closed out, a net change of -5 holders.
- The largest Congress Intermediate Bond ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $2.4M added.
- The largest Congress Intermediate Bond ETF seller in Q1 2026 was Osaic Holdings, an estimated $47.2M sold.
Based on aggregated 13F filings for Q1 2026.