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Congress SMid Growth ETF
CSMD

Overview Fund Activity

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
Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
9
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$218M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M
4
GT
4
Glenview Trust
Kentucky
$28.1M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$712K
2
DAS
2
Diversify Advisory Services
Utah
$822K
3
PWG
3
Portside Wealth Group
Utah
$917K
4
DWM
4
Diversify Wealth Management
Utah
$316K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$53.4K +$53.4K +1,712 New
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$15.4K +$15.4K +495 New
Comerica Bank
28
Comerica Bank
Texas
$6.67K +$6.67K +214 New
1
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