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Alger Concentrated Equity ETF

56 hedge funds and large institutions have $149M invested in Alger Concentrated Equity ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

56% more capital invested

Capital invested by funds: $95.7M → $149M (+$53.3M)

33% more funds holding

Funds holding: 4256 (+14)

2.3% less ownership

Funds ownership: 69.55%67.25% (-2.3%)

Holders
56
Holders Change
+14
Holders Change %
+33.33%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37M +$21.3M +613,133 +133%
Raymond James Financial
2
Raymond James Financial
Florida
$19.6M +$14.5M +416,671 +272%
FHA
3
Flagship Harbor Advisors
Massachusetts
$13.3M +$796K +22,874 +6%
SWMG
4
Sanchez Wealth Management Group
Florida
$7.4M +$7.49M +215,214 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.09M +$1.42M +40,757 +25%
BIG
6
Brookwood Investment Group
Arizona
$6.82M +$6.9M +198,245 New
Truist Financial
7
Truist Financial
North Carolina
$6.56M +$1.98M +56,994 +43%
NA
8
NewEdge Advisors
Louisiana
$5.51M +$719K +20,658 +15%
SA
9
Sanctuary Advisors
Indiana
$5.43M -$301K -8,645 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.8M +$1.7M +48,798 +79%
AI
11
Atria Investments
North Carolina
$3.27M -$1.71M -49,049 -34%
CRWM
12
Castle Rock Wealth Management
California
$3.05M +$127K +3,649 +4%
GIA
13
Gladstone Institutional Advisory
Florida
$2.79M +$118K +3,396 +4%
AWM
14
Axxcess Wealth Management
California
$2.13M +$91.9K +2,640 +4%
CRI
15
Colonial River Investments
Virginia
$2.12M +$78.8K +2,264 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.93M +$1.19M +34,141 +155%
HIS
17
Harvest Investment Services
Illinois
$1.9M +$13.9K +400 +0.7%
OBWG
18
Onyx Bridge Wealth Group
New York
$1.45M -$27.5K -790 -2%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.44M -$8.06M -231,468 -85%
WFAG
20
Worth Financial Advisory Group
North Carolina
$1.33M +$729K +20,937 +117%
EFG
21
Embree Financial Group
Illinois
$1.23M +$381K +10,938 +44%
GS
22
GWN Securities
Florida
$1.13M +$399K +11,467 +54%
Stifel Financial
23
Stifel Financial
Missouri
$1.12M +$719K +20,662 +173%
AAA
24
American Alpha Advisors
New York
$1.06M -$322K -9,255 -23%
SWP
25
Stratos Wealth Partners
Ohio
$985K +$185K +5,311 +23%

CNEQ Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alger Concentrated Equity ETF (CNEQ) for Q4 2025, worth a combined $149M — up 56% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CNEQ positions and 4 closed out — a net gain of 14 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.3M. The largest seller was Brinker Capital Investments, cutting an estimated $8.06M.

  • 56 institutional investors held Alger Concentrated Equity ETF (CNEQ) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $149M of Alger Concentrated Equity ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 18 funds opened new Alger Concentrated Equity ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Alger Concentrated Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $21.3M added.
  • The largest Alger Concentrated Equity ETF seller in Q4 2025 was Brinker Capital Investments, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2025.