Congress SMid Growth ETF
CSMD
CSMD
20 hedge funds and large institutions have $239M invested in Congress SMid Growth ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Holders
20
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$19.5M | |
| 2 | +$19.2M | |
| 3 | +$6.53M | |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$5.47M |
| 5 |
FW
FullCircle Wealth
Dallas,
Texas
|
+$1.03M |
Top Sellers
| 1 | -$802K | |
| 2 | -$735K | |
| 3 | -$477K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$338K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$167K |