Alger 35 ETF
ATFV
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $10.5M → $15M (+$4.45M)
11% more funds holding
Funds holding: 9 → 10 (+1)
3.18% more ownership
Funds ownership: 41.34% → 44.52% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$411K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$390K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$216K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$85.5K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$418K |
| 2 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$9.47K |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$2.15K |
ATFV Hedge Fund Activity: Q2 2025 in Review
10 institutional investors reported a position in Alger 35 ETF (ATFV) for Q2 2025, worth a combined $15M — up 42% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ATFV positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $411K. The largest seller was Castle Rock Wealth Management, cutting an estimated $418K.
- 10 institutional investors held Alger 35 ETF (ATFV) as of Q2 2025, up from 9 in Q1 2025.
- Funds reported $15M of Alger 35 ETF stock for Q2 2025, up 42% quarter-over-quarter.
- 3 funds opened new Alger 35 ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest Alger 35 ETF buyer in Q2 2025 was Avior Wealth Management, an estimated $411K added.
- The largest Alger 35 ETF seller in Q2 2025 was Castle Rock Wealth Management, an estimated $418K sold.
Based on aggregated 13F filings for Q2 2025.