Congress SMid Growth ETF
CSMD
16 hedge funds and large institutions have $190M 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, 2 reducing their positions, and 4 closing their positions.
1,663% more capital inflows, than outflows
Capital inflows: $29.5M | Capital outflows: $1.67M
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
0% more funds holding
Funds holding: 16 → 16 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.39% less ownership
Funds ownership: 102.16% → 100.77% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hantz Financial Services
Southfield,
Michigan
|
+$23.8M |
| 2 |
MGO One Seven
Beachwood,
Ohio
|
+$2.15M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.61M |
| 4 |
Norden Group
Provo,
Utah
|
+$586K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$743K |
| 2 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$660K |
| 3 |
Diversify Wealth Management
Sandy,
Utah
|
-$200K |
| 4 |
Farther Finance Advisors
San Francisco,
California
|
-$26.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.6K |
CSMD Hedge Fund Activity: Q3 2024 in Review
16 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q3 2024, worth a combined $190M — up 23% from $155M a quarter earlier.
Fund positioning in CSMD was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $23.8M. The largest seller was Jane Street, exiting entirely with an estimated $743K sold.
- 16 institutional investors held Congress SMid Growth ETF (CSMD) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $190M of Congress SMid Growth ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 4 funds opened new Congress SMid Growth ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
- The largest Congress SMid Growth ETF buyer in Q3 2024 was Hantz Financial Services, an estimated $23.8M added.
- The largest Congress SMid Growth ETF seller in Q3 2024 was Jane Street, an estimated $743K sold.
Based on aggregated 13F filings for Q3 2024.