CAFX

Congress Intermediate Bond ETF
CAFX

Overview Fund Activity

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
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

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$10.8M
3
CWM
Congress Wealth Management
Massachusetts
$54.6M
4
MML Investors Services
MML Investors Services
Massachusetts
$7.31M
5
HH
Hilltop Holdings
Texas
$4.93M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$364K
2
TFA
Transamerica Financial Advisors
Florida
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$61M +$61M +2,496,097 New
CWM
2
Congress Wealth Management
Massachusetts
$54.6M +$8.04M +329,125 +17%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$10.8M +$10.8M +441,943 New
MML Investors Services
4
MML Investors Services
Massachusetts
$7.31M +$7.31M +298,926 New
HH
5
Hilltop Holdings
Texas
$4.93M +$4.93M +201,848 New
Truist Financial
6
Truist Financial
North Carolina
$3.33M +$3.33M +136,194 New
TFA
7
Transamerica Financial Advisors
Florida
$2.48M -$74.3K -3,040 -3%
OIA
8
OneDigital Investment Advisors
Kansas
$2.1M +$2.1M +86,084 New
PS
9
Principal Securities
Iowa
$1.6M +$1.6M +65,281 New
KAS
10
Kestra Advisory Services
Texas
$1.22M +$1.22M +49,832 New
Jane Street
11
Jane Street
New York
$1.03M +$267K +10,939 +35%
KIM
12
Kestra Investment Management
Texas
$895K +$895K +36,602 New
PA
13
PFG Advisors
Arizona
$660K +$660K +27,020 New
SWP
14
Semus Wealth Partners
Florida
$392K +$392K +16,031 New
Citadel Advisors
15
Citadel Advisors
Florida
$364K -$2.39M -97,681 -87%
US Bancorp
16
US Bancorp
Minnesota
$118K +$118K +4,813 New
UBS Group
17
UBS Group
Switzerland
$44.8K +$44.8K +1,832 New
MDA
18
Minot DeBlois Advisors
Massachusetts
$29.1K +$29.1K +1,192 New
Morgan Stanley
19
Morgan Stanley
New York
$1.05K +$1.05K +43 New