Alger 35 ETF
ATFV
9 hedge funds and large institutions have $10.5M invested in Alger 35 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
1.52% more ownership
Funds ownership: 39.82% → 41.34% (+1.5%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
20% less capital invested
Capital invested by funds: $13.2M → $10.5M (-$2.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$190K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$25.3K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.3K |
| 4 |
S
SignatureFD
Atlanta,
Georgia
|
+$2.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
-$911K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$238K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$40.7K |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$5.44K |
ATFV Hedge Fund Activity: Q1 2025 in Review
9 institutional investors reported a position in Alger 35 ETF (ATFV) for Q1 2025, worth a combined $10.5M — down 20% from $13.2M a quarter earlier.
Fund positioning in ATFV was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $190K. The largest seller was Client First Investment Management, exiting entirely with an estimated $911K sold.
- 9 institutional investors held Alger 35 ETF (ATFV) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $10.5M of Alger 35 ETF stock for Q1 2025, down 20% quarter-over-quarter.
- 2 funds opened new Alger 35 ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Alger 35 ETF buyer in Q1 2025 was UBS Group, an estimated $190K added.
- The largest Alger 35 ETF seller in Q1 2025 was Client First Investment Management, an estimated $911K sold.
Based on aggregated 13F filings for Q1 2025.