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Alger Mid Cap 40 ETF

31 hedge funds and large institutions have $69.9M invested in Alger Mid Cap 40 ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$23.7M 1,246,096 +60,046 +5%
UBS Group
2
UBS Group
Switzerland
$12.3M 640,846 +178,557 +39%
FAM
3
Fred Alger Management
New York
$5.48M 285,304
Raymond James Financial
4
Raymond James Financial
Florida
$4.23M 220,176 -8,078 -4%
BIG
5
Brookwood Investment Group
Arizona
$3.66M 190,688 -256,368 -57%
PFG
6
Prosperity Financial Group
California
$3.58M 186,547 -81,296 -30%
CRWM
7
Castle Rock Wealth Management
California
$2.27M 117,173 -22,547 -16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.23M 115,823 -2,300 -2%
SIG
9
Sargent Investment Group
Maryland
$1.56M 77,168 -3,485 -4%
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.46M 76,098 +76,098 New
CFD
11
Creative Financial Designs
Indiana
$1.43M 74,343 +359 +0.5%
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$1.09M 56,628 +2,339 +4%
WA
13
Whipplewood Advisors
Colorado
$895K 46,596 +46,596 New
NA
14
NewEdge Advisors
Louisiana
$850K 44,214 +44,214 New
IWN
15
Independent Wealth Network
Iowa
$735K 38,260 +3,953 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$725K 37,728 -1,800 -5%
P
17
&Partners
Tennessee
$618K 32,188 -1,999 -6%
WFAG
18
Worth Financial Advisory Group
North Carolina
$461K 23,976 +3,524 +17%
BCI
19
Brinker Capital Investments
Pennsylvania
$449K 23,344 +2,057 +10%
DC
20
Davenport & Co
Virginia
$435K 22,658 +3,600 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$419K 21,813 +21,813 New
HighTower Advisors
22
HighTower Advisors
Illinois
$371K 19,311 +3,440 +22%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$359K 18,702 +18,702 New
LPL Financial
24
LPL Financial
California
$245K 12,756 +12,756 New
TWM
25
Tradition Wealth Management
Minnesota
$192K 10,000