Congress Intermediate Bond ETF
CAFX
22 hedge funds and large institutions have $188M 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.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
12% more capital invested
Capital invested by funds: $168M → $188M (+$20.1M)
5.49% more ownership
Funds ownership: 48.72% → 54.21% (+5.5%)
5% more funds holding
Funds holding: 21 → 22 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$6.67M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$5.63M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.18M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$2.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.37M |
| 2 |
Jane Street
New York
|
-$1.1M |
| 3 |
AFG
Atomi Financial Group
New York
|
-$315K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$194K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$130K |
CAFX Hedge Fund Activity: Q2 2025 in Review
22 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q2 2025, worth a combined $188M — up 12% from $168M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAFX positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Principal Securities, adding an estimated $6.67M. The largest seller was Transamerica Financial Advisors, cutting an estimated $2.37M.
- 22 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q2 2025, up from 21 in Q1 2025.
- Funds reported $188M of Congress Intermediate Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 3 funds opened new Congress Intermediate Bond ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest Congress Intermediate Bond ETF buyer in Q2 2025 was Principal Securities, an estimated $6.67M added.
- The largest Congress Intermediate Bond ETF seller in Q2 2025 was Transamerica Financial Advisors, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2025.