Congress SMid Growth ETF
CSMD
16 hedge funds and large institutions have $155M invested in Congress SMid Growth ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
19,802% more capital inflows, than outflows
Capital inflows: $52.9M | Capital outflows: $266K
220% more funds holding
Funds holding: 5 → 16 (+11)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
34.75% more ownership
Funds ownership: 67.42% → 102.16% (+35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hantz Financial Services
Southfield,
Michigan
|
+$35.2M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$9.01M |
| 3 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
|
+$3.24M |
| 4 |
Diversify Advisory Services
Sandy,
Utah
|
+$1.41M |
| 5 |
Portside Wealth Group
Provo,
Utah
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Congress Asset Management
Boston,
Massachusetts
|
-$266K |
CSMD Hedge Fund Activity: Q2 2024 in Review
16 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q2 2024, worth a combined $155M — up 44% from $108M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CSMD positions and 0 closed out — a net gain of 11 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $35.2M. The largest seller was Congress Asset Management, cutting an estimated $266K.
- 16 institutional investors held Congress SMid Growth ETF (CSMD) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $155M of Congress SMid Growth ETF stock for Q2 2024, up 44% quarter-over-quarter.
- 11 funds opened new Congress SMid Growth ETF positions in Q2 2024 and 0 closed out, a net change of +11 holders.
- The largest Congress SMid Growth ETF buyer in Q2 2024 was Hantz Financial Services, an estimated $35.2M added.
- The largest Congress SMid Growth ETF seller in Q2 2024 was Congress Asset Management, an estimated $266K sold.
Based on aggregated 13F filings for Q2 2024.