We are live on ! Find out more
CSMD icon

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.

New
Increased
Maintained
Reduced
Closed

220% more funds holding

Funds holding: 5 → 16 (+11)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

44% more capital invested

Capital invested by funds: $108M → $155M (+$47.6M)

5.07% more ownership

Funds ownership: 97.09% → 102.16% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
16
Holders Change
+11
Holders Change %
+220%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Hantz Financial Services
Michigan
+$35.2M
2
TC
TownSquare Capital
Utah
+$9.01M
3
GWM
Gibbs Wealth Management
Georgia
+$3.24M
4
DAS
Diversify Advisory Services
Utah
+$1.41M
5
PWG
Portside Wealth Group
Utah
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
CAM
Congress Asset Management
Massachusetts
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$136M +$35.2M +1,230,950 +35%
TC
2
TownSquare Capital
Utah
$9.03M +$9.01M +315,085 New
GWM
3
Gibbs Wealth Management
Georgia
$3.25M +$3.24M +113,418 New
DAS
4
Diversify Advisory Services
Utah
$1.4M +$1.41M +49,230 New
PWG
5
Portside Wealth Group
Utah
$1.31M +$1.3M +45,556 New
CAM
6
Congress Asset Management
Massachusetts
$1.15M -$266K -9,300 -19%
Jane Street
7
Jane Street
New York
$743K +$742K +25,939 New
FNWA
8
Financial Network Wealth Advisors
Utah
$660K +$659K +23,047 New
CWM
9
Congress Wealth Management
Massachusetts
$393K +$392K +13,703 New
OMC
10
Old Mission Capital
Illinois
$345K +$344K +12,031 New
NG
11
Norden Group
Utah
$266K +$265K +9,282 New
DWM
12
Diversify Wealth Management
Utah
$200K +$205K +7,175 New
Osaic Holdings
13
Osaic Holdings
Arizona
$140K +$126K +4,404 +943%
FFA
14
Farther Finance Advisors
California
$26.4K +$26.6K +930 New
UBS Group
15
UBS Group
Switzerland
$24.4K +$3.12K +109 +15%
FFA
16
Frazier Financial Advisors
Ohio
$1.12K – – –

CSMD Hedge Fund Activity: Q2 2024 in Review

16 of the 6,924 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.