Alger Concentrated Equity ETF
CNEQ
7 hedge funds and large institutions have $4.07M invested in Alger Concentrated Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
115% more capital invested
Capital invested by funds: $1.89M → $4.07M (+$2.18M)
6.94% more ownership
Funds ownership: 16.29% → 23.24% (+6.9%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$1.38M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$277K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$198K |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$74.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$184K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$139 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIS
1
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $1.43M | +$1.38M | +55,285 | New |
|
|
CRWM
2
Castle Rock Wealth Management
Walnut Creek,
California
| $1.27M | -$184K | -7,339 | -14% |
|
|
OBWG
3
Onyx Bridge Wealth Group
Tarrytown,
New York
| $828K | +$74.7K | +2,985 | +10% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $286K | +$277K | +11,046 | New |
|
|
5
Focus Partners Wealth
Boston,
Massachusetts
| $205K | +$198K | +7,908 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $29.5K | +$28.5K | +1,140 | New |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $22.6K | +$21.9K | +875 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$139 | -6 | Closed |
|
CNEQ Hedge Fund Activity: Q4 2024 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q4 2024, worth a combined $4.07M — up 115% from $1.89M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CNEQ positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Harvest Investment Services, opening a new position worth an estimated $1.38M. The largest seller was Castle Rock Wealth Management, cutting an estimated $184K.
- 7 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $4.07M of Alger Concentrated Equity ETF stock for Q4 2024, up 115% quarter-over-quarter.
- 5 funds opened new Alger Concentrated Equity ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Alger Concentrated Equity ETF buyer in Q4 2024 was Harvest Investment Services, an estimated $1.38M added.
- The largest Alger Concentrated Equity ETF seller in Q4 2024 was Castle Rock Wealth Management, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2024.