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Alger Mid Cap 40 ETF

18 hedge funds and large institutions have $35.2M invested in Alger Mid Cap 40 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

66% more capital invested

Capital invested by funds: $21.3M → $35.2M (+$14M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

38% more funds holding

Funds holding: 1318 (+5)

7.73% more ownership

Funds ownership: 57.56%65.29% (+7.7%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$16M +$7.33M +453,869 +94%
FAM
2
Fred Alger Management
New York
$5.06M -$69.7K -4,321 -1%
CRWM
3
Castle Rock Wealth Management
California
$2.53M +$653K +40,478 +38%
PFG
4
Prosperity Financial Group
California
$2.24M +$2.11M +130,844 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.93M +$308K +19,065 +20%
UBS Group
6
UBS Group
Switzerland
$1.88M +$48.9K +3,027 +3%
CFIM
7
Client First Investment Management
Wisconsin
$1.42M +$1.34M +82,725 New
CFD
8
Creative Financial Designs
Indiana
$1.3M -$91.3K -5,659 -7%
SIG
9
Sargent Investment Group
Maryland
$1.22M -$17.6K -1,090 -2%
MASUI
10
MIRAE ASSET SECURITIES (USA) INC.
New York
$428K +$404K +25,000 New
HighTower Advisors
11
HighTower Advisors
Illinois
$324K +$63.3K +3,921 +26%
WFAG
12
Worth Financial Advisory Group
North Carolina
$253K +$238K +14,769 New
DC
13
Davenport & Co
Virginia
$216K +$203K +12,600 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$198K -$8.49K -526 -4%
TWM
15
Tradition Wealth Management
Minnesota
$171K
Osaic Holdings
16
Osaic Holdings
Arizona
$41.7K +$39K +2,417 +14,218%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.19K +$6.78K +420 New
Morgan Stanley
18
Morgan Stanley
New York
$29
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$721K -44,906 Closed

FRTY Hedge Fund Activity: Q3 2024 in Review

18 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q3 2024, worth a combined $35.2M — up 66% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FRTY positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $7.33M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $721K sold.

  • 18 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q3 2024, up from 13 in Q2 2024.
  • Funds reported $35.2M of Alger Mid Cap 40 ETF stock for Q3 2024, up 66% quarter-over-quarter.
  • 6 funds opened new Alger Mid Cap 40 ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $7.33M added.
  • The largest Alger Mid Cap 40 ETF seller in Q3 2024 was Susquehanna International Group, an estimated $721K sold.

Based on aggregated 13F filings for Q3 2024.