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Alger Mid Cap 40 ETF

30 hedge funds and large institutions have $92.6M invested in Alger Mid Cap 40 ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$29M
UBS Group
2
UBS Group
Switzerland
$16.5M
FAM
3
Fred Alger Management
New York
$6.38M
BIG
4
Brookwood Investment Group
Arizona
$6.33M
Raymond James Financial
5
Raymond James Financial
Florida
$5.52M
PFG
6
Prosperity Financial Group
California
$4.19M
LPL Financial
7
LPL Financial
California
$3.97M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.81M
CRWM
9
Castle Rock Wealth Management
California
$2.72M
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.86M
SIG
11
Sargent Investment Group
Maryland
$1.73M
CFD
12
Creative Financial Designs
Indiana
$1.63M
KFSN
13
Keystone Financial Services (Nebraska)
Nebraska
$1.3M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.15M
WA
15
Whipplewood Advisors
Colorado
$1.11M
NA
16
NewEdge Advisors
Louisiana
$1.04M
P
17
&Partners
Tennessee
$768K
WFAG
18
Worth Financial Advisory Group
North Carolina
$703K
BL
19
Balentine LLC
Georgia
$683K
IWN
20
Independent Wealth Network
Iowa
$586K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$570K
DC
22
Davenport & Co
Virginia
$569K
HighTower Advisors
23
HighTower Advisors
Illinois
$519K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$422K
Truist Financial
25
Truist Financial
North Carolina
$269K