Alger Mid Cap 40 ETF
FRTY
20 hedge funds and large institutions have $48.2M invested in Alger Mid Cap 40 ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $35.2M → $48.2M (+$12.9M)
11% more funds holding
Funds holding: 18 → 20 (+2)
0.62% more ownership
Funds ownership: 65.29% → 65.9% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.88M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.67M |
| 4 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$589K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
-$1.42M |
| 2 |
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
|
-$428K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$198K |
| 4 |
FAM
Fred Alger Management
New York
|
-$100K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$45.5K |
FRTY Hedge Fund Activity: Q4 2024 in Review
20 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q4 2024, worth a combined $48.2M — up 37% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FRTY positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.25M. The largest seller was Client First Investment Management, exiting entirely with an estimated $1.42M sold.
- 20 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $48.2M of Alger Mid Cap 40 ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 6 funds opened new Alger Mid Cap 40 ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest Alger Mid Cap 40 ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $3.25M added.
- The largest Alger Mid Cap 40 ETF seller in Q4 2024 was Client First Investment Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2024.