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.
102% more capital invested
Capital invested by funds: $53.3M → $108M (+$54.2M)
67% more funds holding
Funds holding: 3 → 5 (+2)
1.49% less ownership
Funds ownership: 98.58% → 97.09% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$43.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
1
Hantz Financial Services
Southfield,
Michigan
| $106M | +$43.6M | +1,570,558 | +80% |
|
|
CAM
2
Congress Asset Management
Boston,
Massachusetts
| $1.49M | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $22.3K | +$20.6K | +741 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $14.1K | +$13K | +467 | New |
|
|
FFA
5
Frazier Financial Advisors
Columbus,
Ohio
| $1.18K | – | – | – |
|
CSMD Hedge Fund Activity: Q1 2024 in Review
5 of the 6,942 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.