Congress SMid Growth ETF
CSMD
29 hedge funds and large institutions have $352M invested in Congress SMid Growth ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $308M → $352M (+$44.1M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 96.83% → 96.3% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.1M |
| 2 |
Morgan Stanley
New York
|
+$8.19M |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$7M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$712K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$414K |
| 3 |
Rockefeller Capital Management
New York
|
-$393K |
| 4 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
|
-$296K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$74.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
26
Harbor Investment Advisory
Lutherville,
Maryland
| $64.6K | -$1.62K | -50 | -3% |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | +$9.99K | +309 | New |
|
28
Comerica Bank
Dallas,
Texas
| $7.13K | – | – | – |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $4.7K | +$4.56K | +141 | New |
|
|
TC
30
TownSquare Capital
Provo,
Utah
| – | -$712K | -22,850 | Closed |
|
|
31
UBS Group
Zurich,
Switzerland
| – | -$414K | -13,268 | Closed |
|
|
32
Raymond James Financial
St Petersburg,
Florida
| – | -$74.5K | -2,390 | Closed |
|
33
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$15.4K | -495 | Closed |
|
CSMD Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q3 2025, worth a combined $352M — up 14% from $308M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CSMD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $10.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $712K sold.
- 29 institutional investors held Congress SMid Growth ETF (CSMD) as of Q3 2025, up from 28 in Q2 2025.
- Funds reported $352M of Congress SMid Growth ETF stock for Q3 2025, up 14% quarter-over-quarter.
- 6 funds opened new Congress SMid Growth ETF positions in Q3 2025 and 4 closed out, a net change of +2 holders.
- The largest Congress SMid Growth ETF buyer in Q3 2025 was Osaic Holdings, an estimated $10.1M added.
- The largest Congress SMid Growth ETF seller in Q3 2025 was TownSquare Capital, an estimated $712K sold.
Based on aggregated 13F filings for Q3 2025.