CAFX

Congress Intermediate Bond ETF

21 hedge funds and large institutions have $168M invested in Congress Intermediate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$63.2M +$1.34M +54,041 +2%
CWM
2
Congress Wealth Management
Massachusetts
$61.7M +$6.26M +252,374 +11%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.8M +$1.89M +76,084 +17%
MML Investors Services
4
MML Investors Services
Massachusetts
$7.71M +$302K +12,164 +4%
HH
5
Hilltop Holdings
Texas
$4.69M -$312K -12,602 -6%
Truist Financial
6
Truist Financial
North Carolina
$3.88M +$505K +20,372 +15%
TFA
7
Transamerica Financial Advisors
Florida
$2.4M -$114K -4,611 -5%
OIA
8
OneDigital Investment Advisors
Kansas
$2.26M +$131K +5,278 +6%
PS
9
Principal Securities
Iowa
$1.6M
Jane Street
10
Jane Street
New York
$1.51M +$463K +18,676 +44%
ESB
11
Essex Savings Bank
Connecticut
$1.19M +$1.19M +48,153 New
KAS
12
Kestra Advisory Services
Texas
$1.16M -$72.4K -2,919 -6%
KIM
13
Kestra Investment Management
Texas
$979K +$71.6K +2,890 +8%
FTUS
14
Flow Traders U.S.
New York
$672K +$672K +27,114 New
PA
15
PFG Advisors
Arizona
$545K -$125K -5,040 -19%
AFG
16
Atomi Financial Group
New York
$315K +$315K +12,704 New
SWP
17
Semus Wealth Partners
Florida
$289K -$109K -4,391 -27%
Citadel Advisors
18
Citadel Advisors
Florida
$271K -$98.7K -3,981 -27%
JWCA
19
J.W. Cole Advisors
Florida
$241K +$241K +9,730 New
Bank of America
20
Bank of America
North Carolina
$130K +$130K +5,239 New
US Bancorp
21
US Bancorp
Minnesota
$128K +$8.68K +350 +7%
UBS Group
22
UBS Group
Switzerland
-$44.8K -1,832 Closed
MDA
23
Minot DeBlois Advisors
Massachusetts
-$29.1K -1,192 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$1.05K -43 Closed