Alger Mid Cap 40 ETF
FRTY
29 hedge funds and large institutions have $58.5M invested in Alger Mid Cap 40 ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
45% more funds holding
Funds holding: 20 → 29 (+9)
21% more capital invested
Capital invested by funds: $48.2M → $58.5M (+$10.3M)
5.33% more ownership
Funds ownership: 65.9% → 71.23% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.66M |
| 3 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$2.36M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.39M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$921K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$412K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$240K |
| 4 |
FAM
Fred Alger Management
New York
|
-$95.6K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$52.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $3.9K | +$4.51K | +245 | New |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $1.24K | +$1.44K | +78 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $106 | +$55 | +3 | +100% |
|
29
Morgan Stanley
New York
| $17 | – | – | – |
|
FRTY Hedge Fund Activity: Q1 2025 in Review
29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q1 2025, worth a combined $58.5M — up 21% from $48.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FRTY positions and 0 closed out — a net gain of 9 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.2M. The largest seller was Stifel Financial, cutting an estimated $921K.
- 29 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $58.5M of Alger Mid Cap 40 ETF stock for Q1 2025, up 21% quarter-over-quarter.
- 9 funds opened new Alger Mid Cap 40 ETF positions in Q1 2025 and 0 closed out, a net change of +9 holders.
- The largest Alger Mid Cap 40 ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.2M added.
- The largest Alger Mid Cap 40 ETF seller in Q1 2025 was Stifel Financial, an estimated $921K sold.
Based on aggregated 13F filings for Q1 2025.