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Alger 35 ETF
ATFV

Overview Fund Activity

9 hedge funds and large institutions have $13.2M invested in Alger 35 ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFIM
Client First Investment Management
Wisconsin
$911K
2
FAM
Fred Alger Management
New York
$9.99M
3
DC
Davenport & Co
Virginia
$483K
4
UBS Group
UBS Group
Switzerland
$106K
5
CRWM
Castle Rock Wealth Management
California
$1.7M

Top Sellers

1
CA
CoreCap Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1
Fred Alger Management
New York
$9.99M +$556K +21,988 +6%
CRWM
2
Castle Rock Wealth Management
California
$1.7M +$95.5K +3,427 +6%
CFIM
3
Client First Investment Management
Wisconsin
$911K +$911K +36,037 New
DC
4
Davenport & Co
Virginia
$483K +$207K +8,167 +75%
UBS Group
5
UBS Group
Switzerland
$106K +$104K +4,117 +5,799%
AWM
6
Avior Wealth Management
Nebraska
$40.7K +$10.7K +425 +36%
CIA
7
Cape Investment Advisory
Georgia
$16.4K +$16.4K +647 New
IA
8
IFP Advisors
Florida
$253 +$253 +10 New
Morgan Stanley
9
Morgan Stanley
New York
$40 +$40 +1 New
CA
10
CoreCap Advisors
Michigan
– -$20.8K -931 Closed