Congress SMid Growth ETF
CSMD
CSMD
28 hedge funds and large institutions have $308M invested in Congress SMid Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0.74% less ownership
Funds ownership: 97.57% → 96.83% (-0.74%)
Holders
28
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.6M | |
| 2 | +$7.63M | |
| 3 | +$7.4M | |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$4.41M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3M |
Top Sellers
| 1 | -$9.99M | |
| 2 | -$231K | |
| 3 | -$48.9K | |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$41.2K |
| 5 |
Rockefeller Capital Management
New York
|
-$9.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $53.4K |
|
|||
27
CIBC Private Wealth Group
Atlanta,
Georgia
| $15.4K |
|
|||
28
Comerica Bank
Dallas,
Texas
| $6.67K |
|