Congress SMid Growth ETF
CSMD
CSMD
5 hedge funds and large institutions have $108M invested in Congress SMid Growth ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
HFS
1
Hantz Financial Services
Southfield,
Michigan
|
$106M |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$22.3K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$14.1K |
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
HFS
1
Hantz Financial Services
Southfield,
Michigan
| $106M | 3,522,215 | +1,570,558 | +80% |
|
|
CAM
2
Congress Asset Management
Boston,
Massachusetts
| $1.49M | 49,560 | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $22.3K | 741 | +741 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $14.1K | 467 | +467 | New |
|
|
FFA
5
Frazier Financial Advisors
Columbus,
Ohio
| $1.18K | 39 | – | – |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|