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Congress SMid Growth ETF
CSMD

Overview Fund Activity

3 hedge funds and large institutions have $53.3M invested in Congress SMid Growth ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$52M
2
CAM
2
Congress Asset Management
Massachusetts
$1.32M
3
FFA
3
Frazier Financial Advisors
Ohio
$1.04K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$52M 1,951,657 +1,951,657 New
CAM
2
Congress Asset Management
Massachusetts
$1.32M 49,560 +9,560 +24%
FFA
3
Frazier Financial Advisors
Ohio
$1.04K 39 +39 New
CFGS
4
Concourse Financial Group Securities
Alabama
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