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Alger Concentrated Equity ETF

63 hedge funds and large institutions have $324M invested in Alger Concentrated Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

117% more capital invested

Capital invested by funds: $149M → $324M (+$175M)

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

16.36% more ownership

Funds ownership: 67.25%83.61% (+16%)

13% more funds holding

Funds holding: 5663 (+7)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$156M +$167M +5,013,262 +36,275%
LPL Financial
2
LPL Financial
California
$41.7M +$8.79M +263,452 +24%
Raymond James Financial
3
Raymond James Financial
Florida
$22.5M +$5.06M +151,740 +27%
WFAG
4
Worth Financial Advisory Group
North Carolina
$15.4M -$195K -5,843 -15%
FHA
5
Flagship Harbor Advisors
Massachusetts
$12.8M +$800K +23,989 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.94M +$561K +16,823 +8%
SWMG
7
Sanchez Wealth Management Group
Florida
$6.74M +$49.5K +1,483 +0.7%
Truist Financial
8
Truist Financial
North Carolina
$6.43M +$527K +15,807 +8%
NA
9
NewEdge Advisors
Louisiana
$4.37M -$665K -19,943 -12%
SA
10
Sanctuary Advisors
Indiana
$4.29M -$676K -20,255 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.25M +$875K +26,238 +24%
CRWM
12
Castle Rock Wealth Management
California
$2.97M +$76.6K +2,296 +3%
CCA
13
Cora Capital Advisors
New Jersey
$2.8M +$3M +90,100 New
P
14
&Partners
Tennessee
$2.7M +$2.11M +63,276 +268%
Wells Fargo
15
Wells Fargo
California
$2.41M +$2.59M +77,595 New
HighTower Advisors
16
HighTower Advisors
Illinois
$2.29M +$2.11M +63,291 +619%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.19M +$474K +14,225 +25%
CRI
18
Colonial River Investments
Virginia
$2.03M +$123K +3,681 +6%
GIA
19
Gladstone Institutional Advisory
Florida
$1.82M -$754K -22,593 -28%
HIS
20
Harvest Investment Services
Illinois
$1.73M +$4.14K +124 +0.2%
OBWG
21
Onyx Bridge Wealth Group
New York
$1.57M +$269K +8,067 +19%
EFG
22
Embree Financial Group
Illinois
$1.29M +$192K +5,758 +16%
Stifel Financial
23
Stifel Financial
Missouri
$1.25M +$250K +7,510 +23%
GS
24
GWN Securities
Florida
$1.05M +$31.3K +938 +3%
SWP
25
Stratos Wealth Partners
Ohio
$1.03M +$150K +4,491 +16%

CNEQ Hedge Fund Activity: Q1 2026 in Review

63 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q1 2026, worth a combined $324M — up 117% from $149M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CNEQ positions and 9 closed out — a net gain of 7 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $167M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $6.82M sold.

  • 63 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q1 2026, up from 56 in Q4 2025.
  • Funds reported $324M of Alger Concentrated Equity ETF stock for Q1 2026, up 117% quarter-over-quarter.
  • 16 funds opened new Alger Concentrated Equity ETF positions in Q1 2026 and 9 closed out, a net change of +7 holders.
  • The largest Alger Concentrated Equity ETF buyer in Q1 2026 was RWA Wealth Partners, an estimated $167M added.
  • The largest Alger Concentrated Equity ETF seller in Q1 2026 was Brookwood Investment Group, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2026.