Alger Concentrated Equity ETF
CNEQ
3 hedge funds and large institutions have $1.89M invested in Alger Concentrated Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
402% more capital invested
Capital invested by funds: $376K → $1.89M (+$1.51M)
200% more funds holding
Funds holding: 1 → 3 (+2)
9.24% more ownership
Funds ownership: 7.05% → 16.29% (+9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$1.14M |
| 2 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$263K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$131 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRWM
1
Castle Rock Wealth Management
Walnut Creek,
California
| $1.22M | +$1.14M | +52,438 | New |
|
|
OBWG
2
Onyx Bridge Wealth Group
Tarrytown,
New York
| $670K | +$263K | +12,085 | +71% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $139 | +$131 | +6 | New |
|
CNEQ Hedge Fund Activity: Q3 2024 in Review
3 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q3 2024, worth a combined $1.89M — up 402% from $376K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CNEQ positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Castle Rock Wealth Management, opening a new position worth an estimated $1.14M.
- 3 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q3 2024, up from 1 in Q2 2024.
- Funds reported $1.89M of Alger Concentrated Equity ETF stock for Q3 2024, up 402% quarter-over-quarter.
- 2 funds opened new Alger Concentrated Equity ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Alger Concentrated Equity ETF buyer in Q3 2024 was Castle Rock Wealth Management, an estimated $1.14M added.
Based on aggregated 13F filings for Q3 2024.