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Alger Mid Cap 40 ETF
FRTY

13 hedge funds and large institutions have $15.1M invested in Alger Mid Cap 40 ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $13.7M → $15.1M (+$1.32M)

2.77% more ownership

Funds ownership: 51.61% → 54.38% (+2.8%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIG
Sargent Investment Group
Maryland
+$177K
2
Osaic Holdings
Osaic Holdings
Arizona
+$33.1K
3
CRWM
Castle Rock Wealth Management
California
+$27.4K
4
TWM
Tradition Wealth Management
Minnesota
+$6.25K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$150K
2
FAM
Fred Alger Management
New York
-$81.7K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.6K
4
HighTower Advisors
HighTower Advisors
Illinois
-$51.9K
5
CFD
Creative Financial Designs
Indiana
-$36.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Fred Alger Management
New York
$4.31M -$81.7K -6,536 -2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.34M -$14.4K -1,155 -0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$73.6K -5,890 -4%
CRWM
4
Castle Rock Wealth Management
California
$1.32M +$27.4K +2,193 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.28M – – –
SIG
6
Sargent Investment Group
Maryland
$1.23M +$177K +14,195 +18%
CFD
7
Creative Financial Designs
Indiana
$1.15M -$36.5K -2,916 -3%
UBS Group
8
UBS Group
Switzerland
$873K -$150K -11,994 -16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$167K -$13.4K -1,076 -8%
TWM
10
Tradition Wealth Management
Minnesota
$162K +$6.25K +500 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$150K -$51.9K -4,149 -27%
Osaic Holdings
12
Osaic Holdings
Arizona
$35.7K +$33.1K +2,645 New
AF
13
Allworth Financial
California
$12 -$50 -4 -80%
Wells Fargo
14
Wells Fargo
California
– -$12.1K -1,000 Closed

FRTY Hedge Fund Activity: Q4 2023 in Review

13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q4 2023, worth a combined $15.1M — up 9.6% from $13.7M a quarter earlier.

Fund positioning in FRTY was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 8 trimmed.

The largest buyer was Sargent Investment Group, adding an estimated $177K. The largest seller was UBS Group, cutting an estimated $150K.

  • 13 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $15.1M of Alger Mid Cap 40 ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 1 fund opened new Alger Mid Cap 40 ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q4 2023 was Sargent Investment Group, an estimated $177K added.
  • The largest Alger Mid Cap 40 ETF seller in Q4 2023 was UBS Group, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2023.