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Congress Large Cap Growth ETF

7 hedge funds and large institutions have $270M invested in Congress Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$264M +$28.2M +831,898 +12%
CWM
2
Congress Wealth Management
Massachusetts
$3.54M +$3.54M +104,276 New
CAM
3
Congress Asset Management
Massachusetts
$1.51M +$152K +4,489 +11%
Jane Street
4
Jane Street
New York
$496K -$451K -13,281 -48%
AIM
5
Advyzon Investment Management
Illinois
$474K +$474K +13,974 New
Morgan Stanley
6
Morgan Stanley
New York
$61.7K
UBS Group
7
UBS Group
Switzerland
$9.81K +$5.94K +175 +154%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$465K -14,060 Closed
FFA
9
Frazier Financial Advisors
Ohio
-$1.29K -39 Closed