CAFX

Congress Intermediate Bond ETF

22 hedge funds and large institutions have $189M invested in Congress Intermediate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$67.7M +$5.67M +227,287 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$66.8M +$3.2M +128,492 +5%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$15.9M +$2.97M +119,179 +23%
PS
4
Principal Securities
Iowa
$8.34M +$6.71M +269,085 +412%
MML Investors Services
5
MML Investors Services
Massachusetts
$7.56M -$195K -7,834 -3%
HH
6
Hilltop Holdings
Texas
$5.07M +$348K +13,943 +7%
Truist Financial
7
Truist Financial
North Carolina
$4.2M +$292K +11,718 +7%
OIA
8
OneDigital Investment Advisors
Kansas
$2.42M +$140K +5,615 +6%
KIM
9
Kestra Investment Management
Texas
$2.03M +$1.05M +42,148 +107%
Citadel Advisors
10
Citadel Advisors
Florida
$1.49M +$1.22M +48,992 +449%
KAS
11
Kestra Advisory Services
Texas
$1.4M +$234K +9,392 +20%
ESB
12
Essex Savings Bank
Connecticut
$1.25M +$44.8K +1,796 +4%
BRWA
13
B. Riley Wealth Advisors
Florida
$1.15M +$1.15M +46,030 New
SCA
14
Snowden Capital Advisors
New York
$693K +$693K +27,799 New
FTUS
15
Flow Traders U.S.
New York
$617K -$58.7K -2,355 -9%
PA
16
PFG Advisors
Arizona
$548K
LPL Financial
17
LPL Financial
California
$506K +$506K +20,286 New
Jane Street
18
Jane Street
New York
$416K -$1.1M -44,222 -73%
SWP
19
Semus Wealth Partners
Florida
$296K +$5.51K +221 +2%
JWCA
20
J.W. Cole Advisors
Florida
$261K +$18.5K +740 +8%
US Bancorp
21
US Bancorp
Minnesota
$77.7K -$51.1K -2,049 -40%
TFA
22
Transamerica Financial Advisors
Florida
$30.8K -$2.38M -95,633 -99%
AFG
23
Atomi Financial Group
New York
-$315K -12,704 Closed
Bank of America
24
Bank of America
North Carolina
-$130K -5,239 Closed