Congress Intermediate Bond ETF
CAFX
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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
11% more funds holding
Funds holding: 19 → 21 (+2)
10% more capital invested
Capital invested by funds: $153M → $168M (+$14.8M)
3.66% more ownership
Funds ownership: 45.05% → 48.72% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$6.21M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$1.87M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.33M |
| 4 |
ESB
Essex Savings Bank
Essex,
Connecticut
|
+$1.18M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$310K |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$124K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$113K |
| 4 |
SWP
Semus Wealth Partners
Boca Raton,
Florida
|
-$108K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$97.9K |
CAFX Hedge Fund Activity: Q1 2025 in Review
21 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q1 2025, worth a combined $168M — up 9.7% from $153M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CAFX positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Congress Wealth Management, adding an estimated $6.21M. The largest seller was Hilltop Holdings, cutting an estimated $310K.
- 21 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q1 2025, up from 19 in Q4 2024.
- Funds reported $168M of Congress Intermediate Bond ETF stock for Q1 2025, up 9.7% quarter-over-quarter.
- 5 funds opened new Congress Intermediate Bond ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
- The largest Congress Intermediate Bond ETF buyer in Q1 2025 was Congress Wealth Management, an estimated $6.21M added.
- The largest Congress Intermediate Bond ETF seller in Q1 2025 was Hilltop Holdings, an estimated $310K sold.
Based on aggregated 13F filings for Q1 2025.