Congress Intermediate Bond ETF
CAFX
27 hedge funds and large institutions have $199M invested in Congress Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 26 → 27 (+1)
1% more capital invested
Capital invested by funds: $196M → $199M (+$2.38M)
1.69% less ownership
Funds ownership: 54.15% → 52.47% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$2.67M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.48M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$914K |
| 5 |
Jane Street
New York
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$4.16M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.22M |
| 4 |
Goldman Sachs
New York
|
-$599K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$301K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $36.3K | +$36.4K | +1,450 | New |
|
27
UBS Group
Zurich,
Switzerland
| $5.68K | -$9.23K | -368 | -62% |
|
|
OIA
28
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$1.7M | -67,998 | Closed |
|
29
JP Morgan Chase
New York
| – | -$113K | -4,497 | Closed |
|
CAFX Hedge Fund Activity: Q4 2025 in Review
27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q4 2025, worth a combined $199M — up 1.2% from $196M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAFX positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $2.67M. The largest seller was Hilltop Holdings, cutting an estimated $4.16M.
- 27 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q4 2025, up from 26 in Q3 2025.
- Funds reported $199M of Congress Intermediate Bond ETF stock for Q4 2025, up 1.2% quarter-over-quarter.
- 3 funds opened new Congress Intermediate Bond ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Congress Intermediate Bond ETF buyer in Q4 2025 was Envestnet Portfolio Solutions, an estimated $2.67M added.
- The largest Congress Intermediate Bond ETF seller in Q4 2025 was Hilltop Holdings, an estimated $4.16M sold.
Based on aggregated 13F filings for Q4 2025.