Congress SMid Growth ETF
CSMD
CSMD
28 hedge funds and large institutions have $308M invested in Congress SMid Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
1.53% less ownership
Funds ownership: 98.36% → 96.83% (-1.5%)
Holders
28
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$9.88M | |
| 2 | +$7.12M | |
| 3 | +$6.91M | |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$4.12M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.8M |
Top Sellers
| 1 | -$9.32M | |
| 2 | -$207K | |
| 3 | -$45.6K | |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$36.8K |
| 5 |
Rockefeller Capital Management
New York
|
-$8.88K |