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Alger 35 ETF

28 hedge funds and large institutions have $84.3M invested in Alger 35 ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

17% more funds holding

Funds holding: 2428 (+4)

5% more capital invested

Capital invested by funds: $79.9M → $84.3M (+$4.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.05% less ownership

Funds ownership: 72.33%68.28% (-4.1%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
1
Mountain Capital Investment Advisors
Colorado
$40.2M +$1.31M +38,802 +4%
FAM
2
Fred Alger Management
New York
$12.4M
LPL Financial
3
LPL Financial
California
$7.63M +$1.09M +32,241 +15%
NA
4
NewEdge Advisors
Louisiana
$7.37M +$7.32M +216,699 +1,187%
CIC
5
Chilton Investment Company
Connecticut
$3.79M +$929K +27,494 +29%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.99M +$547K +16,188 +20%
CCM
7
CFO Capital Management
Connecticut
$1.94M +$114K +3,384 +6%
CRWM
8
Castle Rock Wealth Management
California
$1.29M +$24.4K +721 +2%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.02M -$25.7K -760 -2%
DC
10
Davenport & Co
Virginia
$851K +$55.8K +1,650 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$705K +$759K +22,472 New
Mariner
12
Mariner
Kansas
$500K -$2.77M -81,944 -84%
FIA
13
Foundations Investment Advisors
Arizona
$493K +$231K +6,826 +77%
VIPI
14
Vista Investment Partners II
Indiana
$480K -$2.74M -81,076 -84%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$474K +$44.8K +1,327 +10%
AWM
16
Avior Wealth Management
Nebraska
$441K -$103K -3,039 -18%
OBWG
17
Onyx Bridge Wealth Group
New York
$386K +$97.4K +2,881 +31%
HI
18
Harbour Investments
Wisconsin
$306K +$40.7K +1,204 +14%
WAM
19
Worth Asset Management
Texas
$263K -$20.6K -610 -7%
BHPW
20
Beverly Hills Private Wealth
California
$252K -$12.2K -362 -4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$237K +$255K +7,548 New
BCM
22
Berbice Capital Management
New York
$177K +$191K +5,639 New
UBS Group
23
UBS Group
Switzerland
$25.7K +$27.7K +820 New
ATPW
24
Ashton Thomas Private Wealth
Arizona
$23.1K +$24.9K +736 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$10.3K -$777 -23 -7%

ATFV Hedge Fund Activity: Q1 2026 in Review

28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alger 35 ETF (ATFV) for Q1 2026, worth a combined $84.3M — up 5.5% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ATFV positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $7.32M. The largest seller was Mariner, cutting an estimated $2.77M.

  • 28 institutional investors held Alger 35 ETF (ATFV) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $84.3M of Alger 35 ETF stock for Q1 2026, up 5.5% quarter-over-quarter.
  • 5 funds opened new Alger 35 ETF positions in Q1 2026 and 0 closed out, a net change of +5 holders.
  • The largest Alger 35 ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $7.32M added.
  • The largest Alger 35 ETF seller in Q1 2026 was Mariner, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2026.