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Alger Mid Cap 40 ETF

32 hedge funds and large institutions have $70.2M invested in Alger Mid Cap 40 ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
9
Reduced
10
Closed
4
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
$23.7M +$1.14M +60,046 +5%
UBS Group
2
UBS Group
Switzerland
$12.3M +$3.43M +178,557 +39%
FAM
3
Fred Alger Management
New York
$5.48M
Raymond James Financial
4
Raymond James Financial
Florida
$4.23M -$155K -8,078 -4%
BIG
5
Brookwood Investment Group
Arizona
$3.66M -$4.93M -256,368 -57%
PFG
6
Prosperity Financial Group
California
$3.58M -$1.56M -81,296 -30%
CRWM
7
Castle Rock Wealth Management
California
$2.27M -$438K -22,547 -16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.23M -$44.2K -2,300 -2%
SIG
9
Sargent Investment Group
Maryland
$1.56M -$70.4K -3,485 -4%
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.46M +$1.46M +76,098 New
CFD
11
Creative Financial Designs
Indiana
$1.43M +$6.9K +359 +0.5%
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$1.09M +$44.9K +2,339 +4%
WA
13
Whipplewood Advisors
Colorado
$895K +$895K +46,596 New
NA
14
NewEdge Advisors
Louisiana
$850K +$850K +44,214 New
IWN
15
Independent Wealth Network
Iowa
$735K +$76K +3,953 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$725K -$34.6K -1,800 -5%
P
17
&Partners
Tennessee
$618K -$38.4K -1,999 -6%
WFAG
18
Worth Financial Advisory Group
North Carolina
$461K +$67.7K +3,524 +17%
BCI
19
Brinker Capital Investments
Pennsylvania
$449K +$39.5K +2,057 +10%
DC
20
Davenport & Co
Virginia
$435K +$69.2K +3,600 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$419K +$419K +21,813 New
HighTower Advisors
22
HighTower Advisors
Illinois
$371K +$66.1K +3,440 +22%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$359K +$359K +18,702 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$285K +$285K +14,849 New
LPL Financial
25
LPL Financial
California
$245K +$245K +12,756 New