Alger Concentrated Equity ETF
CNEQ
9 hedge funds and large institutions have $4.72M invested in Alger Concentrated Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $4.07M → $4.72M (+$651K)
2.57% less ownership
Funds ownership: 23.24% → 20.67% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$334K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$249K |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$181K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$20.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$289K |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$205K |
| 3 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$9.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIS
1
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $1.25M | -$9.12K | -355 | -0.6% |
|
|
2
Raymond James Financial
St Petersburg,
Florida
| $959K | +$1.08M | +42,105 | New |
|
|
OBWG
3
Onyx Bridge Wealth Group
Tarrytown,
New York
| $890K | +$181K | +7,060 | +22% |
|
|
CRWM
4
Castle Rock Wealth Management
Walnut Creek,
California
| $779K | -$289K | -11,238 | -25% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $473K | +$249K | +9,710 | +88% |
|
|
6
Citadel Advisors
Miami,
Florida
| $296K | +$334K | +13,014 | New |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $38.5K | +$20.9K | +814 | +93% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $26K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $3.05K | +$3.44K | +134 | New |
|
|
10
Focus Partners Wealth
Boston,
Massachusetts
| – | -$205K | -7,908 | Closed |
|
CNEQ Hedge Fund Activity: Q1 2025 in Review
9 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q1 2025, worth a combined $4.72M — up 16% from $4.07M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CNEQ positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $1.08M. The largest seller was Castle Rock Wealth Management, cutting an estimated $289K.
- 9 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $4.72M of Alger Concentrated Equity ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 3 funds opened new Alger Concentrated Equity ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Alger Concentrated Equity ETF buyer in Q1 2025 was Raymond James Financial, an estimated $1.08M added.
- The largest Alger Concentrated Equity ETF seller in Q1 2025 was Castle Rock Wealth Management, an estimated $289K sold.
Based on aggregated 13F filings for Q1 2025.