We are live on ! Find out more
CSMD icon

Congress SMid Growth ETF

1 hedge funds and large institutions have $970K invested in Congress SMid Growth ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more ownership

Funds ownership: 0%80% (+80%)

Holders
1
Holders Change
+1
Holders Change %
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
CAM
Congress Asset Management
Massachusetts
+$1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Congress Asset Management
Massachusetts
$970K +$1M +40,000 New

CSMD Hedge Fund Activity: Q3 2023 in Review

1 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q3 2023, worth a combined $970K.

Buyers outnumbered sellers: 1 fund opened new CSMD positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $1M.

  • 1 institutional investor held Congress SMid Growth ETF (CSMD) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $970K of Congress SMid Growth ETF stock for Q3 2023.
  • 1 fund opened new Congress SMid Growth ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Congress SMid Growth ETF buyer in Q3 2023 was Congress Asset Management, an estimated $1M added.

Based on aggregated 13F filings for Q3 2023.