Congress SMid Growth ETF
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.
67% more funds holding
Funds holding: 3 → 5 (+2)
29.66% more ownership
Funds ownership: 37.76% → 67.42% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hantz Financial Services
Southfield,
Michigan
|
+$43.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13K |
Top Sellers
CSMD Hedge Fund Activity: Q1 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q1 2024, worth a combined $108M — up 102% from $53.3M 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, adding an estimated $43.6M.
- 5 institutional investors held Congress SMid Growth ETF (CSMD) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $108M of Congress SMid Growth ETF stock for Q1 2024, up 102% quarter-over-quarter.
- 2 funds opened new Congress SMid Growth ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest Congress SMid Growth ETF buyer in Q1 2024 was Hantz Financial Services, an estimated $43.6M added.
Based on aggregated 13F filings for Q1 2024.