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Congress SMid Growth ETF
CSMD

Overview Fund Activity

15 hedge funds and large institutions have $152M invested in Congress SMid Growth ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
15
Holders Change
+10
Holders Change %
+200%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$136M
2
TC
2
TownSquare Capital
Utah
$9.03M
3
DAS
3
Diversify Advisory Services
Utah
$1.4M
4
PWG
4
Portside Wealth Group
Utah
$1.31M
5
Jane Street
5
Jane Street
New York
$743K

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$136M 4,753,165 +1,230,950 +35%
TC
2
TownSquare Capital
Utah
$9.03M 315,085 +315,085 New
DAS
3
Diversify Advisory Services
Utah
$1.4M 49,230 +49,230 New
PWG
4
Portside Wealth Group
Utah
$1.31M 45,556 +45,556 New
CAM
5
Congress Asset Management
Massachusetts
$1.15M 40,260 -9,300 -19%
Jane Street
6
Jane Street
New York
$743K 25,939 +25,939 New
FNWA
7
Financial Network Wealth Advisors
Utah
$660K 23,047 +23,047 New
CWM
8
Congress Wealth Management
Massachusetts
$393K 13,703 +13,703 New
OMC
9
Old Mission Capital
Illinois
$345K 12,031 +12,031 New
NG
10
Norden Group
Utah
$266K 9,282 +9,282 New
DWM
11
Diversify Wealth Management
Utah
$200K 7,175 +7,175 New
Osaic Holdings
12
Osaic Holdings
Arizona
$140K 4,871 +4,404 +943%
FFA
13
Farther Finance Advisors
California
$26.4K 930 +930 New
UBS Group
14
UBS Group
Switzerland
$24.4K 850 +109 +15%
FFA
15
Frazier Financial Advisors
Ohio
$1.12K 39 – –
CFGS
16
Concourse Financial Group Securities
Alabama
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