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Congress SMid Growth ETF
CSMD

Overview Fund Activity

15 hedge funds and large institutions have $187M invested in Congress SMid Growth ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
–
Holders Change %
0%
% 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
4
Increased
7
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$167M
2
MOS
2
MGO One Seven
Ohio
$2.21M
3
TC
3
TownSquare Capital
Utah
$11.1M
4
NG
4
Norden Group
Utah
$880K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$598K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FNWA
2
Financial Network Wealth Advisors
Utah
$0
3
DWM
3
Diversify Wealth Management
Utah
$0
4
FFA
4
Farther Finance Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$3.26K
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$167M 5,570,090 +816,925 +17%
TC
2
TownSquare Capital
Utah
$11.1M 370,469 +55,384 +18%
MOS
3
MGO One Seven
Ohio
$2.21M 73,970 +73,970 New
PWG
4
Portside Wealth Group
Utah
$1.71M 57,264 +11,708 +26%
DAS
5
Diversify Advisory Services
Utah
$1.48M 49,979 +749 +2%
CAM
6
Congress Asset Management
Massachusetts
$1.2M 40,260 – –
NG
7
Norden Group
Utah
$880K 29,408 +20,126 +217%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$598K 20,000 +20,000 New
CWM
9
Congress Wealth Management
Massachusetts
$579K 19,344 +5,641 +41%
OMC
10
Old Mission Capital
Illinois
$497K 16,627 +4,596 +38%
Osaic Holdings
11
Osaic Holdings
Arizona
$146K 4,871 – –
Morgan Stanley
12
Morgan Stanley
New York
$59.6K 1,993 +1,993 New
HIA
13
Harbor Investment Advisory
Maryland
$40.7K 1,362 +1,362 New
UBS Group
14
UBS Group
Switzerland
$3.26K 109 -741 -87%
FFA
15
Frazier Financial Advisors
Ohio
$1.17K 39 – –
Jane Street
16
Jane Street
New York
– – -25,939 Closed
FNWA
17
Financial Network Wealth Advisors
Utah
– – -23,047 Closed
DWM
18
Diversify Wealth Management
Utah
– – -7,175 Closed
FFA
19
Farther Finance Advisors
California
– – -930 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –