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Congress SMid Growth ETF
CSMD

Overview Fund Activity

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.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$186M
2
GT
2
Glenview Trust
Kentucky
$19.2M
3
MOS
3
MGO One Seven
Ohio
$8.75M
4
CWM
4
Congress Wealth Management
Massachusetts
$6.04M
5
CP
5
Clarendon Private
Massachusetts
$1.28M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$10.3M
2
PWG
2
Portside Wealth Group
Utah
$978K
3
DAS
3
Diversify Advisory Services
Utah
$1.02M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$260K
5
OMC
5
Old Mission Capital
Illinois
$330K
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$186M 6,222,627 +652,537 +12%
GT
2
Glenview Trust
Kentucky
$19.2M 642,212 +642,212 New
TC
3
TownSquare Capital
Utah
$10.3M 343,665 -26,804 -7%
MOS
4
MGO One Seven
Ohio
$8.75M 292,339 +218,369 +295%
CWM
5
Congress Wealth Management
Massachusetts
$6.04M 202,031 +182,687 +944%
CAM
6
Congress Asset Management
Massachusetts
$1.65M 55,205 +14,945 +37%
CP
7
Clarendon Private
Massachusetts
$1.28M 42,796 +42,796 New
FW
8
FullCircle Wealth
Texas
$1.03M 33,752 +33,752 New
DAS
9
Diversify Advisory Services
Utah
$1.02M 34,061 -15,918 -32%
PWG
10
Portside Wealth Group
Utah
$978K 32,696 -24,568 -43%
NG
11
Norden Group
Utah
$718K 23,996 -5,412 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$651K 21,744 +21,744 New
DWM
13
Diversify Wealth Management
Utah
$343K 11,438 +11,438 New
OMC
14
Old Mission Capital
Illinois
$330K 11,033 -5,594 -34%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$260K 8,700 -11,300 -57%
Goldman Sachs
16
Goldman Sachs
New York
$229K 7,659 +7,659 New
FNWA
17
Financial Network Wealth Advisors
Utah
$208K 6,942 +6,942 New
Osaic Holdings
18
Osaic Holdings
Arizona
$130K 4,351 -520 -11%
HIA
19
Harbor Investment Advisory
Maryland
$86.5K 2,890 +1,528 +112%
Morgan Stanley
20
Morgan Stanley
New York
$59.6K 1,993 – –
UBS Group
21
UBS Group
Switzerland
– – -109 Closed
FFA
22
Frazier Financial Advisors
Ohio
– – -39 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –