Congress SMid Growth ETF
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 10 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
56% more funds holding
Funds holding: 18 → 28 (+10)
25% more capital invested
Capital invested by funds: $246M → $308M (+$61.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.53% less ownership
Funds ownership: 98.36% → 96.83% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$9.88M |
| 2 |
Morgan Stanley
New York
|
+$7.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.91M |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$4.12M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$9.32M |
| 2 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$207K |
| 3 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$45.6K |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$36.8K |
| 5 |
Rockefeller Capital Management
New York
|
-$8.88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $59.8K | +$55.8K | +1,917 | New |
|
27
CIBC Private Wealth Group
Atlanta,
Georgia
| $15.4K | +$14.4K | +495 | New |
|
28
Comerica Bank
Dallas,
Texas
| $6.67K | +$6.23K | +214 | New |
|
CSMD Hedge Fund Activity: Q2 2025 in Review
28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q2 2025, worth a combined $308M — up 25% from $246M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSMD positions and 0 closed out — a net gain of 10 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $9.88M. The largest seller was TownSquare Capital, cutting an estimated $9.32M.
- 28 institutional investors held Congress SMid Growth ETF (CSMD) as of Q2 2025, up from 18 in Q1 2025.
- Funds reported $308M of Congress SMid Growth ETF stock for Q2 2025, up 25% quarter-over-quarter.
- 10 funds opened new Congress SMid Growth ETF positions in Q2 2025 and 0 closed out, a net change of +10 holders.
- The largest Congress SMid Growth ETF buyer in Q2 2025 was Hantz Financial Services, an estimated $9.88M added.
- The largest Congress SMid Growth ETF seller in Q2 2025 was TownSquare Capital, an estimated $9.32M sold.
Based on aggregated 13F filings for Q2 2025.