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Alger Mid Cap 40 ETF

28 hedge funds and large institutions have $58.2M invested in Alger Mid Cap 40 ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
11
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18.9M +$1.21M +75,723 +7%
UBS Group
2
UBS Group
Switzerland
$7.36M +$3.16M +198,709 +75%
BIG
3
Brookwood Investment Group
Arizona
$7.12M +$7.12M +447,056 New
FAM
4
Fred Alger Management
New York
$4.54M -$82.7K -5,193 -2%
PFG
5
Prosperity Financial Group
California
$4.27M +$2.05M +128,452 +92%
Raymond James Financial
6
Raymond James Financial
Florida
$3.63M +$3.63M +228,254 New
CRWM
7
Castle Rock Wealth Management
California
$2.23M -$358K -22,369 -14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.88M -$208K -13,036 -10%
Stifel Financial
9
Stifel Financial
Missouri
$1.47M -$797K -50,080 -35%
SIG
10
Sargent Investment Group
Maryland
$1.28M +$160K +10,020 +14%
CFD
11
Creative Financial Designs
Indiana
$1.18M -$37.9K -2,381 -3%
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$865K +$237K +14,853 +38%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$629K +$629K +39,528 New
IWN
14
Independent Wealth Network
Iowa
$546K +$45.5K +2,859 +9%
P
15
&Partners
Tennessee
$544K +$544K +34,187 New
BCI
16
Brinker Capital Investments
Pennsylvania
$339K +$4.59K +288 +1%
OPS
17
Orion Portfolio Solutions
Nebraska
$339K +$4.59K +288 +1%
WFAG
18
Worth Financial Advisory Group
North Carolina
$326K +$61.7K +3,874 +23%
DC
19
Davenport & Co
Virginia
$303K +$34.2K +2,150 +13%
HighTower Advisors
20
HighTower Advisors
Illinois
$253K -$45K -2,829 -15%
TWM
21
Tradition Wealth Management
Minnesota
$159K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$55K +$55K +3,463 New
Bank of America
23
Bank of America
North Carolina
$7.76K -$23.8K -1,492 -75%
T
24
Transce3nd
Texas
$6.23K +$6.23K +391 New
AF
25
Advisornet Financial
Minnesota
$3.9K +$3.9K +245 New