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Alger 35 ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
1
Fred Alger Management
New York
$8.67M
CRWM
2
Castle Rock Wealth Management
California
$1.14M -$209K -9,404 -15%
DC
3
Davenport & Co
Virginia
$441K +$21.9K +1,000 +5%
UBS Group
4
UBS Group
Switzerland
$257K +$165K +7,529 +180%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +566 New
CIA
6
Cape Investment Advisory
Georgia
$9.47K -$4.72K -215 -33%
S
7
SignatureFD
Georgia
$2.15K +$2.15K +98 New
IA
8
IFP Advisors
Florida
$219
Morgan Stanley
9
Morgan Stanley
New York
$38
CFIM
10
Client First Investment Management
Wisconsin
-$911K -36,037 Closed
AWM
11
Avior Wealth Management
Nebraska
-$40.7K -1,610 Closed