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Alger 35 ETF
ATFV

Overview Fund Trends Analyst Outlook Journalist POV

10 hedge funds and large institutions have $15M invested in Alger 35 ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

3.18% more ownership

Funds ownership: 41.34% → 44.52% (+3.2%)

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$484K
2
+$460K
3
+$254K
4
UBS Group
UBS Group
Switzerland
+$101K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.9K

Top Sellers

1
-$505K
2
-$9.47K
3
-$2.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Fred Alger Management
New York
$11.7M
CRWM
2
Castle Rock Wealth Management
California
$1.06M
DC
3
Davenport & Co
Virginia
$594K
AWM
4
Avior Wealth Management
Nebraska
$484K
NA
5
NewEdge Advisors
Louisiana
$460K
UBS Group
6
UBS Group
Switzerland
$447K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$254K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$20K
IA
9
IFP Advisors
Florida
$295
Morgan Stanley
10
Morgan Stanley
New York
$52
CIA
11
Cape Investment Advisory
Georgia
–
S
12
SignatureFD
Georgia
–