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Alger Mid Cap 40 ETF
FRTY

14 hedge funds and large institutions have $15.3M invested in Alger Mid Cap 40 ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

56% more funds holding

Funds holding: 9 → 14 (+5)

26% more capital invested

Capital invested by funds: $12.2M → $15.3M (+$3.11M)

11.26% more ownership

Funds ownership: 42.08% → 53.33% (+11%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.75M
2
SIG
Sargent Investment Group
Maryland
+$1.03M
3
UBS Group
UBS Group
Switzerland
+$273K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$251K
5
Jane Street
Jane Street
New York
+$148K

Top Sellers

Rank Fund Capital Flow
1
FMN
Financial Management Network
California
-$157K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Fred Alger Management
New York
$3.94M – – –
SS
2
Simplicity Solutions
Minnesota
$2.38M +$25.2K +2,131 +1%
UBS Group
3
UBS Group
Switzerland
$2.23M +$273K +23,078 +14%
FMN
4
Financial Management Network
California
$1.77M -$157K -13,287 -8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M +$1.75M +147,702 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.2M +$251K +21,194 +26%
SIG
7
Sargent Investment Group
Maryland
$1M +$1.03M +86,792 New
IA
8
IFP Advisors
Florida
$445K +$45.9K +3,878 +22%
HAIM
9
Hunter Associates Investment Management
Pennsylvania
$299K +$115K +9,700 +60%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$160K -$23.7K -2,000 -13%
Jane Street
11
Jane Street
New York
$144K +$148K +12,504 New
PMFA
12
Plante Moran Financial Advisors
Michigan
$5.99K +$6.15K +519 New
SIC
13
Salem Investment Counselors
North Carolina
$4.37K +$4.49K +379 New
HGWM
14
Harvest Group Wealth Management
Massachusetts
$1.2K – – –

FRTY Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q4 2022, worth a combined $15.3M — up 26% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FRTY positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.75M. The largest seller was Financial Management Network, cutting an estimated $157K.

  • 14 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q4 2022, up from 9 in Q3 2022.
  • Funds reported $15.3M of Alger Mid Cap 40 ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 5 funds opened new Alger Mid Cap 40 ETF positions in Q4 2022 and 0 closed out, a net change of +5 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.75M added.
  • The largest Alger Mid Cap 40 ETF seller in Q4 2022 was Financial Management Network, an estimated $157K sold.

Based on aggregated 13F filings for Q4 2022.