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Alger Mid Cap 40 ETF
FRTY

10 hedge funds and large institutions have $12.9M invested in Alger Mid Cap 40 ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4.35% less ownership

Funds ownership: 50.93% → 46.58% (-4.3%)

9% less funds holding

Funds holding: 11 → 10 (-1)

69% less capital inflows, than outflows

Capital inflows: $1.21M | Capital outflows: $3.91M

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Castle Rock Wealth Management
Castle Rock Wealth Management
California
+$1.19M
2
Creative Financial Designs
Creative Financial Designs
Indiana
+$20.6K

Top Sellers

Rank Fund Capital Flow
1
Simplicity Solutions
Simplicity Solutions
Minnesota
-$2.79M
2
UBS Group
UBS Group
Switzerland
-$805K
3
Fred Alger Management
Fred Alger Management
New York
-$121K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$119K
5
Sargent Investment Group
Sargent Investment Group
Maryland
-$63.5K

FRTY Hedge Fund Activity: Q2 2023 in Review

10 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q2 2023, worth a combined $12.9M — down 13% from $14.8M a quarter earlier.

Fund positioning in FRTY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 6 trimmed.

The largest buyer was Castle Rock Wealth Management, opening a new position worth an estimated $1.19M. The largest seller was Simplicity Solutions, cutting an estimated $2.79M.

  • 10 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q2 2023, down from 11 in Q1 2023.
  • Funds reported $12.9M of Alger Mid Cap 40 ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 1 fund opened new Alger Mid Cap 40 ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q2 2023 was Castle Rock Wealth Management, an estimated $1.19M added.
  • The largest Alger Mid Cap 40 ETF seller in Q2 2023 was Simplicity Solutions, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2023.