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Alger Concentrated Equity ETF
CNEQ

42 hedge funds and large institutions have $95.7M invested in Alger Concentrated Equity ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

180% more capital invested

Capital invested by funds: $34.2M → $95.7M (+$61.5M)

121% more funds holding

Funds holding: 19 → 42 (+23)

7.06% more ownership

Funds ownership: 62.49% → 69.55% (+7.1%)

Holders
42
Holders Change
+23
Holders Change %
+121.05%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
15
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
+$11.6M
2
LPL Financial
LPL Financial
California
+$10.3M
3
BCI
Brinker Capital Investments
Pennsylvania
+$4.49M
4
NA
NewEdge Advisors
Louisiana
+$4.46M
5
Raymond James Financial
Raymond James Financial
Florida
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$5.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$303K
3
KAS
Kestra Advisory Services
Texas
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$16.3M +$10.3M +321,161 +227%
FHA
2
Flagship Harbor Advisors
Massachusetts
$12.8M +$11.6M +364,197 New
BCI
3
Brinker Capital Investments
Pennsylvania
$9.62M +$4.49M +140,541 +106%
SA
4
Sanctuary Advisors
Indiana
$5.86M +$1.32M +41,249 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.82M +$2.37M +74,196 +81%
Raymond James Financial
6
Raymond James Financial
Florida
$5.39M +$3.71M +116,369 +316%
AI
7
Atria Investments
North Carolina
$5.07M +$995K +31,159 +28%
NA
8
NewEdge Advisors
Louisiana
$4.91M +$4.46M +139,580 New
Truist Financial
9
Truist Financial
North Carolina
$4.71M +$3.34M +104,760 +360%
CRWM
10
Castle Rock Wealth Management
California
$3.13M +$80.1K +2,510 +3%
GIA
11
Gladstone Institutional Advisory
Florida
$2.73M +$446K +13,972 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.17M +$1.12M +35,061 +132%
AWM
13
Axxcess Wealth Management
California
$2.08M +$1.89M +59,255 New
CRI
14
Colonial River Investments
Virginia
$2.08M +$1.89M +59,255 New
HIS
15
Harvest Investment Services
Illinois
$1.93M +$45.2K +1,417 +3%
OBWG
16
Onyx Bridge Wealth Group
New York
$1.52M +$13.1K +409 +1%
AAA
17
American Alpha Advisors
New York
$1.41M +$1.28M +40,200 New
EFG
18
Embree Financial Group
Illinois
$871K +$791K +24,772 New
SWP
19
Stratos Wealth Partners
Ohio
$821K +$745K +23,347 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$776K +$448K +14,023 +174%
GS
21
GWN Securities
Florida
$753K +$681K +21,352 New
WFAG
22
Worth Financial Advisory Group
North Carolina
$629K +$571K +17,881 New
MA
23
Mutual Advisors
Nebraska
$580K +$536K +16,779 New
RWP
24
RWA Wealth Partners
Massachusetts
$486K +$441K +13,820 New
Stifel Financial
25
Stifel Financial
Missouri
$420K +$382K +11,958 New
1
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CNEQ Hedge Fund Activity: Q3 2025 in Review

42 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q3 2025, worth a combined $95.7M — up 180% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CNEQ positions and 3 closed out — a net gain of 23 holders — while 15 added to existing stakes and 0 trimmed.

The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $11.6M. The largest seller was Fred Alger Management, exiting entirely with an estimated $5.18M sold.

  • 42 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $95.7M of Alger Concentrated Equity ETF stock for Q3 2025, up 180% quarter-over-quarter.
  • 26 funds opened new Alger Concentrated Equity ETF positions in Q3 2025 and 3 closed out, a net change of +23 holders.
  • The largest Alger Concentrated Equity ETF buyer in Q3 2025 was Flagship Harbor Advisors, an estimated $11.6M added.
  • The largest Alger Concentrated Equity ETF seller in Q3 2025 was Fred Alger Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2025.