Who Owns CAFX?
Congress Intermediate Bond ETF — Institutional Ownership & 13F Holdings
$24.91
+0.02 (+0.08%)
Market Cap
$355.0M
Shares Outstanding
13,271,692
Institutional Holders
21
Total Inst. Value
$88.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CW Advisors, LLC | $61.7M | 2,488,122 |
| 2 | MML INVESTORS SERVICES, LLC | $7.7M | 311,090 |
| 3 | Hilltop Holdings Inc. | $4.7M | 189,246 |
| 4 | TRUIST FINANCIAL CORP | $3.9M | 156,566 |
| 5 | Transamerica Financial Advisors, LLC | $2.4M | 96,867 |
| 6 | PRINCIPAL SECURITIES, INC. | $1.6M | 65,281 |
| 7 | JANE STREET GROUP, LLC | $1.5M | 60,902 |
| 8 | Essex Bank | $1.2M | 48,153 |
| 9 | Kestra Investment Management, LLC | $979K | 39,492 |
| 10 | FLOW TRADERS U.S. LLC | $672K | 27,114 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CW Advisors, LLC | +252K | $61.7M |
| MML INVESTORS SERVICES, LLC | +12K | $7.7M |
| TRUIST FINANCIAL CORP | +20K | $3.9M |
| JANE STREET GROUP, LLC | +19K | $1.5M |
| Kestra Investment Management, LLC | +3K | $979K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Hilltop Holdings Inc. | -13K | $4.7M |
| PFG Advisors | -5K | $545K |
| Transamerica Financial Advisors, LLC | -5K | $2.4M |
| CITADEL ADVISORS LLC | -4K | $271K |
| Kestra Advisory Services, LLC | -3K | $1K |
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Frequently Asked Questions
How many institutional investors hold CAFX?
As of Q1 2025, 21 institutional investors report holding CAFX (Congress Intermediate Bond ETF) in their 13F filings.
Which hedge fund owns the most CAFX?
The largest institutional holder of CAFX is CW Advisors, LLC with $61.7M in shares.
Are institutions buying or selling CAFX?
This quarter, 6 institutions opened new positions in CAFX and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.