We are live on ! Find out more
CSMD icon

Congress SMid Growth ETF
CSMD

29 hedge funds and large institutions have $352M invested in Congress SMid Growth ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $308M → $352M (+$44.1M)

4% more funds holding

Funds holding: 28 → 29 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 96.83% → 96.3% (-0.53%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
16
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.19M
3
HFS
Hantz Financial Services
Michigan
+$7M
4
MOS
MGO One Seven
Ohio
+$1.6M
5
Stifel Financial
Stifel Financial
Missouri
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$712K
2
UBS Group
UBS Group
Switzerland
-$414K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$393K
4
GWM
Gibbs Wealth Management
Georgia
-$296K
5
Raymond James Financial
Raymond James Financial
Florida
-$74.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$241M +$7M +216,440 +3%
GT
2
Glenview Trust
Kentucky
$31.2M +$1.19M +36,901 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.4M +$926K +28,646 +5%
Morgan Stanley
4
Morgan Stanley
New York
$16.8M +$8.19M +253,342 +101%
MOS
5
MGO One Seven
Ohio
$13.6M +$1.6M +49,592 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.5M +$10.1M +313,681 +16,363%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.75M +$529K +16,371 +17%
CAM
8
Congress Asset Management
Massachusetts
$2.5M +$262K +8,105 +12%
GWM
9
Gibbs Wealth Management
Georgia
$2.29M -$296K -9,150 -12%
CP
10
Clarendon Private
Massachusetts
$2.13M +$64.1K +1,982 +3%
Stifel Financial
11
Stifel Financial
Missouri
$1.69M +$1.26M +38,988 +336%
PWG
12
Portside Wealth Group
Utah
$1.4M +$405K +12,511 +43%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.25M -$393K -12,145 -24%
BIG
14
Brooklyn Investment Group
New York
$909K – – –
DAS
15
Diversify Advisory Services
Utah
$895K +$55.9K +1,730 +7%
AWM
16
Apollon Wealth Management
South Carolina
$887K +$861K +26,627 New
NG
17
Norden Group
Utah
$737K -$7.34K -227 -1%
QCM
18
Quantinno Capital Management
New York
$313K +$64.1K +1,981 +27%
GWM
19
GK Wealth Management
Nevada
$312K +$303K +9,367 New
PA
20
PFG Advisors
Arizona
$283K +$7.34K +227 +3%
DWM
21
Diversify Wealth Management
Utah
$263K -$57.6K -1,782 -18%
FNWA
22
Financial Network Wealth Advisors
Utah
$256K +$905 +28 +0.4%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$250K +$243K +7,518 New
ACA
24
Aptus Capital Advisors
Alabama
$242K +$5.01K +155 +2%
RWM
25
Revisor Wealth Management
Ohio
$234K +$226K +6,999 New
1
2

CSMD Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q3 2025, worth a combined $352M — up 14% from $308M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CSMD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $10.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $712K sold.

  • 29 institutional investors held Congress SMid Growth ETF (CSMD) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $352M of Congress SMid Growth ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 6 funds opened new Congress SMid Growth ETF positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest Congress SMid Growth ETF buyer in Q3 2025 was Osaic Holdings, an estimated $10.1M added.
  • The largest Congress SMid Growth ETF seller in Q3 2025 was TownSquare Capital, an estimated $712K sold.

Based on aggregated 13F filings for Q3 2025.