Congress SMid Growth ETF
CSMD
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.
5,398% more capital invested
Capital invested by funds: $970K → $53.3M (+$52.4M)
200% more funds holding
Funds holding: 1 → 3 (+2)
18.58% more ownership
Funds ownership: 80% → 98.58% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$47.6M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$233K |
Top Sellers
CSMD Hedge Fund Activity: Q4 2023 in Review
3 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q4 2023, worth a combined $53.3M — up 5,398% from $970K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CSMD positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Hantz Financial Services, opening a new position worth an estimated $47.6M.
- 3 institutional investors held Congress SMid Growth ETF (CSMD) as of Q4 2023, up from 1 in Q3 2023.
- Funds reported $53.3M of Congress SMid Growth ETF stock for Q4 2023, up 5,398% quarter-over-quarter.
- 2 funds opened new Congress SMid Growth ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Congress SMid Growth ETF buyer in Q4 2023 was Hantz Financial Services, an estimated $47.6M added.
Based on aggregated 13F filings for Q4 2023.