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Alger Concentrated Equity ETF
CNEQ

Overview Fund Activity

18 hedge funds and large institutions have $30.4M invested in Alger Concentrated Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+9
Holders Change %
+100%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Fred Alger Management
New York
+$5.18M
2
LPL Financial
LPL Financial
California
+$4.2M
3
BCI
Brinker Capital Investments
Pennsylvania
+$3.95M
4
AI
Atria Investments
North Carolina
+$3.36M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.1M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$155K
2
Citadel Advisors
Citadel Advisors
Florida
-$83.4K
3
HIS
Harvest Investment Services
Illinois
-$40.3K
4
Bank of America
Bank of America
North Carolina
-$3.05K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1
Fred Alger Management
New York
$5.18M +$5.18M +174,563 New
LPL Financial
2
LPL Financial
California
$4.2M +$4.2M +141,477 New
BCI
3
Brinker Capital Investments
Pennsylvania
$3.95M +$3.95M +132,895 New
AI
4
Atria Investments
North Carolina
$3.36M +$3.36M +112,963 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.71M +$2.1M +70,575 +340%
CRWM
6
Castle Rock Wealth Management
California
$2.62M +$1.58M +51,761 +153%
GIA
7
Gladstone Institutional Advisory
Florida
$1.89M +$1.89M +63,759 New
HIS
8
Harvest Investment Services
Illinois
$1.59M -$40.3K -1,357 -2%
OBWG
9
Onyx Bridge Wealth Group
New York
$1.27M +$108K +3,636 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$1.1M -$155K -5,224 -12%
Truist Financial
11
Truist Financial
North Carolina
$842K +$842K +29,102 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$788K +$788K +26,534 New
Citadel Advisors
13
Citadel Advisors
Florida
$303K -$83.4K -2,808 -22%
KAS
14
Kestra Advisory Services
Texas
$252K +$252K +8,500 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$239K +$239K +8,050 New
CFD
16
Creative Financial Designs
Indiana
$50.2K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$29.5K – – –
CA
18
CoreCap Advisors
Michigan
$17K +$17K +573 New
Bank of America
19
Bank of America
North Carolina
– -$3.05K -134 Closed