Congress SMid Growth ETF
CSMD
41 hedge funds and large institutions have $486M invested in Congress SMid Growth ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
58% more capital inflows, than outflows
Capital inflows: $35.5M | Capital outflows: $22.5M
11% more funds holding
Funds holding: 37 → 41 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
0.15% less ownership
Funds ownership: 99.63% → 99.48% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.02M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$5.27M |
| 3 |
Rockefeller Capital Management
New York
|
+$4.54M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.39M |
| 5 |
Morgan Stanley
New York
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGO One Seven
Beachwood,
Ohio
|
-$13.2M |
| 2 |
Hantz Financial Services
Southfield,
Michigan
|
-$3.96M |
| 3 |
Portside Wealth Group
Provo,
Utah
|
-$2.02M |
| 4 |
Jane Street
New York
|
-$1.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$766K |
CSMD Hedge Fund Activity: Q2 2026 in Review
41 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q2 2026, worth a combined $486M — up 20% from $404M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CSMD positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $8.02M. The largest seller was MGO One Seven, cutting an estimated $13.2M.
- 41 institutional investors held Congress SMid Growth ETF (CSMD) as of Q2 2026, up from 37 in Q1 2026.
- Funds reported $486M of Congress SMid Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
- 9 funds opened new Congress SMid Growth ETF positions in Q2 2026 and 3 closed out, a net change of +6 holders.
- The largest Congress SMid Growth ETF buyer in Q2 2026 was HighTower Advisors, an estimated $8.02M added.
- The largest Congress SMid Growth ETF seller in Q2 2026 was MGO One Seven, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2026.