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Alger AI Enablers & Adopters ETF

21 hedge funds and large institutions have $39.8M invested in Alger AI Enablers & Adopters ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

585% more capital invested

Capital invested by funds: $5.81M → $39.8M (+$34M)

75% more funds holding

Funds holding: 1221 (+9)

36.95% more ownership

Funds ownership: 18.71%55.66% (+37%)

Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$16.8M +$14.2M +545,199 New
GVAG
2
Great Valley Advisor Group
Delaware
$5.87M +$4.95M +190,136 New
OBWG
3
Onyx Bridge Wealth Group
New York
$2.49M +$52.4K +2,012 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.11M +$672K +25,777 +60%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.63M +$1.38M +52,877 New
LPL Financial
6
LPL Financial
California
$1.59M +$1.35M +51,619 New
NA
7
NewEdge Advisors
Louisiana
$1.48M +$1.25M +47,971 New
WA
8
Whipplewood Advisors
Colorado
$1.22M +$1.02M +39,302 +39,302%
APW
9
Aurora Private Wealth
New Jersey
$947K +$800K +30,684 New
HighTower Advisors
10
HighTower Advisors
Illinois
$789K +$33.6K +1,291 +5%
FAM
11
Fred Alger Management
New York
$779K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$726K +$223K +8,574 +57%
SA
13
Sanctuary Advisors
Indiana
$711K +$601K +23,057 New
P
14
&Partners
Tennessee
$549K +$108K +4,156 +35%
AI
15
Atria Investments
North Carolina
$449K +$380K +14,569 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$435K +$72.1K +2,768 +24%
TFS
17
Thoroughbred Financial Services
Tennessee
$358K +$38K +1,459 +14%
IWM
18
IHT Wealth Management
Illinois
$334K -$98.3K -3,773 -26%
WE
19
Wealth Effects
Massachusetts
$259K +$219K +8,397 New
Osaic Holdings
20
Osaic Holdings
Arizona
$212K +$36.9K +1,415 +26%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.61K +100 New
UBS Group
22
UBS Group
Switzerland
-$41.1K -1,796 Closed

ALAI Hedge Fund Activity: Q2 2025 in Review

21 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alger AI Enablers & Adopters ETF (ALAI) for Q2 2025, worth a combined $39.8M — up 585% from $5.81M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ALAI positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $14.2M. The largest seller was IHT Wealth Management, cutting an estimated $98.3K.

  • 21 institutional investors held Alger AI Enablers & Adopters ETF (ALAI) as of Q2 2025, up from 12 in Q1 2025.
  • Funds reported $39.8M of Alger AI Enablers & Adopters ETF stock for Q2 2025, up 585% quarter-over-quarter.
  • 10 funds opened new Alger AI Enablers & Adopters ETF positions in Q2 2025 and 1 closed out, a net change of +9 holders.
  • The largest Alger AI Enablers & Adopters ETF buyer in Q2 2025 was Arkadios Wealth Advisors, an estimated $14.2M added.
  • The largest Alger AI Enablers & Adopters ETF seller in Q2 2025 was IHT Wealth Management, an estimated $98.3K sold.

Based on aggregated 13F filings for Q2 2025.