Congress SMid Growth ETF
CSMD
21 hedge funds and large institutions have $242M 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, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
31% more funds holding
Funds holding: 16 → 21 (+5)
27% more capital invested
Capital invested by funds: $190M → $242M (+$51.1M)
1.56% more ownership
Funds ownership: 100.77% → 102.33% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$19.9M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$19.6M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$6.66M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$5.57M |
| 5 |
FW
FullCircle Wealth
Dallas,
Texas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
|
-$1.26M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$818K |
| 3 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$750K |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$486K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
CSMD Hedge Fund Activity: Q4 2024 in Review
21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q4 2024, worth a combined $242M — up 27% from $190M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSMD positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $19.9M. The largest seller was Gibbs Wealth Management, cutting an estimated $1.26M.
- 21 institutional investors held Congress SMid Growth ETF (CSMD) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $242M of Congress SMid Growth ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 7 funds opened new Congress SMid Growth ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Congress SMid Growth ETF buyer in Q4 2024 was Hantz Financial Services, an estimated $19.9M added.
- The largest Congress SMid Growth ETF seller in Q4 2024 was Gibbs Wealth Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2024.