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CAFX

Congress Intermediate Bond ETF

22 hedge funds and large institutions have $147M invested in Congress Intermediate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.76% less ownership

Funds ownership: 52.47%44.7% (-7.8%)

19% less funds holding

Funds holding: 2722 (-5)

26% less capital invested

Capital invested by funds: $199M → $147M (-$51.1M)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64M -$1.21M -48,501 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$23.7M -$47.2M -1,887,956 -66%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$20.7M +$683K +27,297 +3%
MML Investors Services
4
MML Investors Services
Massachusetts
$8.75M -$364K -14,562 -4%
PS
5
Principal Securities
Iowa
$7.81M -$569K -22,743 -7%
Truist Financial
6
Truist Financial
North Carolina
$3.86M -$991K -39,641 -20%
BRWA
7
B. Riley Wealth Advisors
Florida
$3.18M +$256K +10,249 +9%
Jane Street
8
Jane Street
New York
$2.51M +$899K +35,949 +55%
Citadel Advisors
9
Citadel Advisors
Florida
$2.48M +$1.2M +47,853 +92%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.38M +$2.4M +96,020 New
FTUS
11
Flow Traders U.S.
New York
$1.2M -$482K -19,274 -28%
TFA
12
Transamerica Financial Advisors
Florida
$1.18M -$152K -6,085 -11%
KIM
13
Kestra Investment Management
Texas
$1.16M -$97.7K -3,908 -8%
ESB
14
Essex Savings Bank
Connecticut
$1.14M -$123K -4,920 -10%
KAS
15
Kestra Advisory Services
Texas
$628K -$804K -32,143 -56%
SCA
16
Snowden Capital Advisors
New York
$614K -$24.2K -967 -4%
PA
17
PFG Advisors
Arizona
$560K +$5.28K +211 +0.9%
Goldman Sachs
18
Goldman Sachs
New York
$487K -$1.66M -66,262 -77%
JIC
19
Johnson Investment Counsel
Ohio
$432K +$435K +17,400 New
PAS
20
Park Avenue Securities
New York
$396K -$16.8K -671 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$246K -$525 -21 -0.2%
UBS Group
22
UBS Group
Switzerland
$4.37K -$1.27K -51 -22%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
-$636K -25,411 Closed
LPL Financial
24
LPL Financial
California
-$522K -20,853 Closed
HH
25
Hilltop Holdings
Texas
-$377K -15,084 Closed

CAFX Hedge Fund Activity: Q1 2026 in Review

22 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Congress Intermediate Bond ETF (CAFX) for Q1 2026, worth a combined $147M — down 26% from $199M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CAFX and 2 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 5 added.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.4M. The largest seller was Osaic Holdings, cutting an estimated $47.2M.

  • 22 institutional investors held Congress Intermediate Bond ETF (CAFX) as of Q1 2026, down from 27 in Q4 2025.
  • Funds reported $147M of Congress Intermediate Bond ETF stock for Q1 2026, down 26% quarter-over-quarter.
  • 2 funds opened new Congress Intermediate Bond ETF positions in Q1 2026 and 7 closed out, a net change of -5 holders.
  • The largest Congress Intermediate Bond ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $2.4M added.
  • The largest Congress Intermediate Bond ETF seller in Q1 2026 was Osaic Holdings, an estimated $47.2M sold.

Based on aggregated 13F filings for Q1 2026.