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Alger 35 ETF

4 hedge funds and large institutions have $7.86M invested in Alger 35 ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

18% more capital invested

Capital invested by funds: $6.63M → $7.86M (+$1.23M)

8.77% more ownership

Funds ownership: 52.1%60.87% (+8.8%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16
2
UBS Group
UBS Group
Switzerland
+$16

Top Sellers

Rank Fund Capital Flow
1
CRWM
Castle Rock Wealth Management
California
-$30.6K

ATFV Hedge Fund Activity: Q4 2023 in Review

4 institutional investors reported a position in Alger 35 ETF (ATFV) for Q4 2023, worth a combined $7.86M — up 18% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new ATFV positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $16. The largest seller was Castle Rock Wealth Management, cutting an estimated $30.6K.

  • 4 institutional investors held Alger 35 ETF (ATFV) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $7.86M of Alger 35 ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 1 fund opened new Alger 35 ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest Alger 35 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16 added.
  • The largest Alger 35 ETF seller in Q4 2023 was Castle Rock Wealth Management, an estimated $30.6K sold.

Based on aggregated 13F filings for Q4 2023.