Alger Mid Cap 40 ETF
FRTY
9 hedge funds and large institutions have $12.2M invested in Alger Mid Cap 40 ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $11.8M → $12.2M (+$406K)
2.38% less ownership
Funds ownership: 44.46% → 42.08% (-2.4%)
10% less funds holding
Funds holding: 10 → 9 (-1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.37M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$223K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$207K |
| 4 |
FAM
Fred Alger Management
New York
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMN
Financial Management Network
Mission Viejo,
California
|
-$259K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$150K |
| 3 |
HAIM
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
-$39.7K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.6K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Fred Alger Management
New York
| $4.02M | +$154K | +11,594 | +4% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $2.4M | +$223K | +16,815 | +9% |
|
|
FMN
3
Financial Management Network
Mission Viejo,
California
| $2.05M | -$259K | -19,585 | -11% |
|
|
4
UBS Group
Zurich,
Switzerland
| $2M | +$1.37M | +103,146 | +153% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $970K | -$17.6K | -1,326 | -2% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $364K | +$207K | +15,608 | +731% |
|
|
HAIM
7
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $191K | -$39.7K | -3,000 | -16% |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $186K | -$1.4K | -106 | -0.7% |
|
|
HGWM
9
Harvest Group Wealth Management
Waltham,
Massachusetts
| $1K | -$1.31K | -99 | -49% |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$150K | -11,532 | Closed |
|
FRTY Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q3 2022, worth a combined $12.2M — up 3.4% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FRTY and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was UBS Group, adding an estimated $1.37M. The largest seller was Financial Management Network, cutting an estimated $259K.
- 9 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q3 2022, down from 10 in Q2 2022.
- Funds reported $12.2M of Alger Mid Cap 40 ETF stock for Q3 2022, up 3.4% quarter-over-quarter.
- 0 funds opened new Alger Mid Cap 40 ETF positions in Q3 2022 and 1 closed out, a net change of -1 holder.
- The largest Alger Mid Cap 40 ETF buyer in Q3 2022 was UBS Group, an estimated $1.37M added.
- The largest Alger Mid Cap 40 ETF seller in Q3 2022 was Financial Management Network, an estimated $259K sold.
Based on aggregated 13F filings for Q3 2022.