Alger Mid Cap 40 ETF
FRTY
33 hedge funds and large institutions have $70.2M invested in Alger Mid Cap 40 ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $58.5M → $70.2M (+$11.7M)
14% more funds holding
Funds holding: 29 → 33 (+4)
0.72% less ownership
Funds ownership: 71.23% → 70.51% (-0.72%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.04M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.29M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.02M |
| 4 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$792K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
-$4.36M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.47M |
| 3 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$1.38M |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$383K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
26
Tradition Wealth Management
Edina,
Minnesota
| $192K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | -$14.1K | -832 | -24% |
|
28
Wells Fargo
San Francisco,
California
| $20.3K | +$17.9K | +1,055 | New |
|
|
T
29
Transce3nd
Kyle,
Texas
| $7.51K | – | – | – |
|
|
BTI
30
Blue Trust Inc
Alpharetta,
Georgia
| $5.76K | +$5.1K | +300 | New |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $2K | -$2.4K | -141 | -58% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $64 | -$51 | -3 | -50% |
|
33
Morgan Stanley
New York
| $23 | – | – | – |
|
|
34
Stifel Financial
St. Louis,
Missouri
| – | -$1.47M | -92,484 | Closed |
|
|
SA
35
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$266K | -11,688 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$7.75K | -487 | Closed |
|
|
S
37
SignatureFD
Atlanta,
Georgia
| – | -$1.24K | -78 | Closed |
|
FRTY Hedge Fund Activity: Q2 2025 in Review
33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q2 2025, worth a combined $70.2M — up 20% from $58.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FRTY positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $3.04M. The largest seller was Brookwood Investment Group, cutting an estimated $4.36M.
- 33 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q2 2025, up from 29 in Q1 2025.
- Funds reported $70.2M of Alger Mid Cap 40 ETF stock for Q2 2025, up 20% quarter-over-quarter.
- 9 funds opened new Alger Mid Cap 40 ETF positions in Q2 2025 and 4 closed out, a net change of +5 holders.
- The largest Alger Mid Cap 40 ETF buyer in Q2 2025 was UBS Group, an estimated $3.04M added.
- The largest Alger Mid Cap 40 ETF seller in Q2 2025 was Brookwood Investment Group, an estimated $4.36M sold.
Based on aggregated 13F filings for Q2 2025.