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Alger Concentrated Equity ETF
CNEQ

56 hedge funds and large institutions have $149M invested in Alger Concentrated Equity ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

56% more capital invested

Capital invested by funds: $95.7M → $149M (+$53.3M)

33% more funds holding

Funds holding: 42 → 56 (+14)

2.3% less ownership

Funds ownership: 69.55% → 67.25% (-2.3%)

Holders
56
Holders Change
+14
Holders Change %
+33.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$14.5M
3
SWMG
Sanchez Wealth Management Group
Florida
+$7.49M
4
BIG
Brookwood Investment Group
Arizona
+$6.9M
5
Truist Financial
Truist Financial
North Carolina
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$8.06M
2
AI
Atria Investments
North Carolina
-$1.71M
3
Jane Street
Jane Street
New York
-$358K
4
AAA
American Alpha Advisors
New York
-$322K
5
SA
Sanctuary Advisors
Indiana
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$833K +$500K +14,371 +146%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$831K +$842K +24,185 New
P
28
&Partners
Tennessee
$811K +$821K +23,590 New
MA
29
Mutual Advisors
Nebraska
$727K +$152K +4,366 +26%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$541K +$548K +15,750 New
WWM
31
Western Wealth Management
Colorado
$516K +$195K +5,603 +60%
GSEP
32
Golden State Equity Partners
California
$508K +$515K +14,787 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$479K +$485K +13,924 New
RWP
34
RWA Wealth Partners
Massachusetts
$475K – – –
AF
35
Apollon Financial
South Carolina
$454K +$74.5K +2,140 +19%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$374K +$295K +8,474 +354%
NPT
37
National Philanthropic Trust
Pennsylvania
$371K +$376K +10,795 New
HighTower Advisors
38
HighTower Advisors
Illinois
$351K +$143K +4,117 +67%
KAS
39
Kestra Advisory Services
Texas
$348K +$353K +10,131 New
TFS
40
Thoroughbred Financial Services
Tennessee
$305K +$3.83K +110 +1%
PFG
41
Prosperity Financial Group
California
$274K +$57.8K +1,659 +26%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$262K +$265K +7,615 New
RA
43
Rubicon Advisors
California
$259K +$263K +7,545 New
CA
44
CoreCap Advisors
Michigan
$228K +$208K +5,968 +887%
Osaic Holdings
45
Osaic Holdings
Arizona
$222K +$105K +3,005 +87%
PTC
46
Private Trust Company
Ohio
$138K +$139K +4,000 New
SPIA
47
Steward Partners Investment Advisory
New York
$64.5K +$42.6K +1,225 +188%
CFD
48
Creative Financial Designs
Indiana
$61.5K +$3.48K +100 +6%
AF
49
Allworth Financial
California
$58.4K +$59.2K +1,700 New
GWM
50
Geneos Wealth Management
Colorado
$39K +$39.4K +1,133 New
1
2
3

CNEQ Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q4 2025, worth a combined $149M — up 56% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CNEQ positions and 4 closed out — a net gain of 14 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.3M. The largest seller was Brinker Capital Investments, cutting an estimated $8.06M.

  • 56 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $149M of Alger Concentrated Equity ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 18 funds opened new Alger Concentrated Equity ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Alger Concentrated Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $21.3M added.
  • The largest Alger Concentrated Equity ETF seller in Q4 2025 was Brinker Capital Investments, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2025.