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CAFX

Congress Intermediate Bond ETF
CAFX

19 hedge funds and large institutions have $153M invested in Congress Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more funds holding

Funds holding: 4 → 19 (+15)

183% more capital invested

Capital invested by funds: $54M → $153M (+$98.9M)

11.96% more ownership

Funds ownership: 78.08% → 90.04% (+12%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
19
Holders Change
+15
Holders Change %
+375%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.6M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$10.9M
3
CWM
Congress Wealth Management
Massachusetts
+$8.12M
4
MML Investors Services
MML Investors Services
Massachusetts
+$7.38M
5
HH
Hilltop Holdings
Texas
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.41M
2
TFA
Transamerica Financial Advisors
Florida
-$75K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$61M +$61.6M +2,496,097 New
CWM
2
Congress Wealth Management
Massachusetts
$54.6M +$8.12M +329,125 +17%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$10.8M +$10.9M +441,943 New
MML Investors Services
4
MML Investors Services
Massachusetts
$7.31M +$7.38M +298,926 New
HH
5
Hilltop Holdings
Texas
$4.93M +$4.98M +201,848 New
Truist Financial
6
Truist Financial
North Carolina
$3.33M +$3.36M +136,194 New
TFA
7
Transamerica Financial Advisors
Florida
$2.48M -$75K -3,040 -3%
OIA
8
OneDigital Investment Advisors
Kansas
$2.1M +$2.12M +86,084 New
PS
9
Principal Securities
Iowa
$1.6M +$1.61M +65,281 New
KAS
10
Kestra Advisory Services
Texas
$1.22M +$1.23M +49,832 New
Jane Street
11
Jane Street
New York
$1.03M +$270K +10,939 +35%
KIM
12
Kestra Investment Management
Texas
$895K +$903K +36,602 New
PA
13
PFG Advisors
Arizona
$660K +$667K +27,020 New
SWP
14
Semus Wealth Partners
Florida
$392K +$396K +16,031 New
Citadel Advisors
15
Citadel Advisors
Florida
$364K -$2.41M -97,681 -87%
US Bancorp
16
US Bancorp
Minnesota
$118K +$119K +4,813 New
UBS Group
17
UBS Group
Switzerland
$44.8K +$45.2K +1,832 New
MDA
18
Minot DeBlois Advisors
Massachusetts
$29.1K +$29.4K +1,192 New
Morgan Stanley
19
Morgan Stanley
New York
$1.05K +$1.06K +43 New

CAFX Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q4 2024, worth a combined $153M — up 183% from $54M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CAFX positions and 0 closed out — a net gain of 15 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $61.6M. The largest seller was Citadel Advisors, cutting an estimated $2.41M.

  • 19 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q4 2024, up from 4 in Q3 2024.
  • Funds reported $153M of Congress Intermediate Bond ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 15 funds opened new Congress Intermediate Bond ETF positions in Q4 2024 and 0 closed out, a net change of +15 holders.
  • The largest Congress Intermediate Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $61.6M added.
  • The largest Congress Intermediate Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2024.