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Alger Mid Cap 40 ETF

41 hedge funds and large institutions have $85.2M invested in Alger Mid Cap 40 ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

5% more funds holding

Funds holding: 3941 (+2)

9.34% less ownership

Funds ownership: 76.05%66.7% (-9.3%)

17% less capital invested

Capital invested by funds: $102M → $85.2M (-$16.9M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$505K +$539K +25,938 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$303K +$324K +15,577 New
HF
28
HRT Financial
New York
$291K +$311K +14,967 New
Stifel Financial
29
Stifel Financial
Missouri
$274K +$6.44K +310 +2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$270K +$157K +7,543 +113%
PFG
31
Prosperity Financial Group
California
$236K -$16.4K -791 -6%
Jane Street
32
Jane Street
New York
$219K +$233K +11,233 New
KA
33
Kovack Advisors
Florida
$215K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$204K +$217K +10,448 New
SFGM
35
Stonebridge Financial Group (Missouri)
Missouri
$195K +$208K +10,004 New
TWM
36
Tradition Wealth Management
Minnesota
$195K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$38K -$6.77K -326 -14%
NA
38
NewEdge Advisors
Louisiana
$29.2K -$902K -43,402 -97%
RDFA
39
Ritter Daniher Financial Advisory
Ohio
$6.94K
GWSA
40
Global Wealth Strategies & Associates
Colorado
$3.7K -$540 -26 -12%
TCM
41
Tradewinds Capital Management
Washington
$1.73K +$1.85K +89 New
IWN
42
Independent Wealth Network
Iowa
-$538K -25,573 Closed
PTC
43
Private Trust Company
Ohio
-$14.4K -685 Closed
NWMP
44
Noble Wealth Management PBC
Colorado
-$12.2K -580 Closed
AF
45
Advisornet Financial
Minnesota
-$2.19K -104 Closed
Bank of America
46
Bank of America
North Carolina
-$1.47K -70 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
-$70 -3 Closed
Morgan Stanley
48
Morgan Stanley
New York
-$39 -1 Closed

FRTY Hedge Fund Activity: Q1 2026 in Review

41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q1 2026, worth a combined $85.2M — down 17% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRTY positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.86M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $18.6M.

  • 41 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $85.2M of Alger Mid Cap 40 ETF stock for Q1 2026, down 17% quarter-over-quarter.
  • 9 funds opened new Alger Mid Cap 40 ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q1 2026 was UBS Group, an estimated $1.86M added.
  • The largest Alger Mid Cap 40 ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.