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CAFX

Congress Intermediate Bond ETF

27 hedge funds and large institutions have $199M invested in Congress Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2627 (+1)

1% more capital invested

Capital invested by funds: $196M → $199M (+$2.38M)

1.69% less ownership

Funds ownership: 54.15%52.47% (-1.7%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$71.2M +$1.48M +59,169 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.8M -$1.22M -48,771 -2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$20.2M +$2.67M +106,307 +15%
MML Investors Services
4
MML Investors Services
Massachusetts
$9.18M +$1.77M +70,396 +24%
PS
5
Principal Securities
Iowa
$8.44M +$36.2K +1,443 +0.4%
Truist Financial
6
Truist Financial
North Carolina
$4.88M +$576K +22,954 +13%
BRWA
7
B. Riley Wealth Advisors
Florida
$2.96M +$742K +29,598 +33%
Goldman Sachs
8
Goldman Sachs
New York
$2.15M -$599K -23,868 -22%
FTUS
9
Flow Traders U.S.
New York
$1.7M -$301K -11,999 -15%
Jane Street
10
Jane Street
New York
$1.63M +$868K +34,604 +113%
KAS
11
Kestra Advisory Services
Texas
$1.44M +$33.6K +1,339 +2%
TFA
12
Transamerica Financial Advisors
Florida
$1.34M +$914K +36,467 +211%
Citadel Advisors
13
Citadel Advisors
Florida
$1.3M +$279K +11,119 +27%
ESB
14
Essex Savings Bank
Connecticut
$1.27M
KIM
15
Kestra Investment Management
Texas
$1.26M +$208K +8,287 +20%
SCA
16
Snowden Capital Advisors
New York
$643K +$179K +7,153 +39%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$636K +$637K +25,411 New
PA
18
PFG Advisors
Arizona
$559K +$5.84K +233 +1%
LPL Financial
19
LPL Financial
California
$522K +$928 +37 +0.2%
PAS
20
Park Avenue Securities
New York
$416K -$3.94K -157 -0.9%
HH
21
Hilltop Holdings
Texas
$377K -$4.16M -165,753 -92%
JWCA
22
J.W. Cole Advisors
Florida
$268K +$12.6K +501 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$249K +$11.2K +445 +5%
US Bancorp
24
US Bancorp
Minnesota
$81.7K +$3.81K +152 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$80K +$80.4K +3,207 New

CAFX Hedge Fund Activity: Q4 2025 in Review

27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q4 2025, worth a combined $199M — up 1.2% from $196M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CAFX positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $2.67M. The largest seller was Hilltop Holdings, cutting an estimated $4.16M.

  • 27 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $199M of Congress Intermediate Bond ETF stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 3 funds opened new Congress Intermediate Bond ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
  • The largest Congress Intermediate Bond ETF buyer in Q4 2025 was Envestnet Portfolio Solutions, an estimated $2.67M added.
  • The largest Congress Intermediate Bond ETF seller in Q4 2025 was Hilltop Holdings, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2025.