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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

0.75% more ownership

Funds ownership: 0% → 0.75% (+0.75%)

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
Congress Asset Management
Congress Asset Management
Massachusetts
+$1M

Top Sellers

No sellers this quarter

CSMD Hedge Fund Activity: Q3 2023 in Review

1 of the 6,315 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.