Congress SMid Growth ETF
CSMD
37 hedge funds and large institutions have $404M invested in Congress SMid Growth ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 35 → 37 (+2)
0.58% less ownership
Funds ownership: 100.21% → 99.63% (-0.58%)
1% less capital invested
Capital invested by funds: $410M → $404M (-$5.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$7.13M |
| 3 |
Rockefeller Capital Management
New York
|
+$7.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.26M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
-$42M |
| 2 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$889K |
| 3 |
BIG
Brooklyn Investment Group
Brooklyn,
New York
|
-$878K |
| 4 |
GWM
GK Wealth Management
Reno,
Nevada
|
-$846K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$328K |
CSMD Hedge Fund Activity: Q1 2026 in Review
37 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q1 2026, worth a combined $404M — down 1.4% from $410M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSMD positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was Hantz Financial Services, cutting an estimated $42M.
- 37 institutional investors held Congress SMid Growth ETF (CSMD) as of Q1 2026, up from 35 in Q4 2025.
- Funds reported $404M of Congress SMid Growth ETF stock for Q1 2026, down 1.4% quarter-over-quarter.
- 8 funds opened new Congress SMid Growth ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
- The largest Congress SMid Growth ETF buyer in Q1 2026 was Morgan Stanley, an estimated $10.4M added.
- The largest Congress SMid Growth ETF seller in Q1 2026 was Hantz Financial Services, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2026.