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Alger Mid Cap 40 ETF

30 hedge funds and large institutions have $92.6M invested in Alger Mid Cap 40 ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

32% more capital invested

Capital invested by funds: $70.2M → $92.6M (+$22.4M)

5.4% more ownership

Funds ownership: 70.51%75.91% (+5.4%)

9% less funds holding

Funds holding: 3330 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
4
Closed
5
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
$29M +$825K +40,645 +3%
UBS Group
2
UBS Group
Switzerland
$16.5M +$1.97M +96,800 +15%
FAM
3
Fred Alger Management
New York
$6.38M -$6.38K -314 -0.1%
BIG
4
Brookwood Investment Group
Arizona
$6.33M +$1.87M +92,239 +48%
Raymond James Financial
5
Raymond James Financial
Florida
$5.52M +$533K +26,243 +12%
PFG
6
Prosperity Financial Group
California
$4.19M +$12.3K +604 +0.3%
LPL Financial
7
LPL Financial
California
$3.97M +$3.34M +164,703 +1,291%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.81M +$199K +9,796 +8%
CRWM
9
Castle Rock Wealth Management
California
$2.72M +$55.4K +2,726 +2%
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.86M +$146K +7,194 +9%
SIG
11
Sargent Investment Group
Maryland
$1.73M
CFD
12
Creative Financial Designs
Indiana
$1.63M -$31.8K -1,565 -2%
KFSN
13
Keystone Financial Services (Nebraska)
Nebraska
$1.3M +$32.4K +1,597 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.15M +$277K +13,625 +36%
WA
15
Whipplewood Advisors
Colorado
$1.11M +$64.2K +3,162 +7%
NA
16
NewEdge Advisors
Louisiana
$1.04M +$49.1K +2,416 +5%
P
17
&Partners
Tennessee
$768K +$43.1K +2,125 +7%
WFAG
18
Worth Financial Advisory Group
North Carolina
$703K +$150K +7,408 +31%
BL
19
Balentine LLC
Georgia
$683K +$620K +30,510 New
IWN
20
Independent Wealth Network
Iowa
$586K -$246K -12,104 -32%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$570K +$74.4K +3,662 +17%
DC
22
Davenport & Co
Virginia
$569K +$56K +2,760 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$519K +$79K +3,891 +20%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$422K +$3.35K +165 +0.9%
Truist Financial
25
Truist Financial
North Carolina
$269K +$244K +12,000 New

FRTY Hedge Fund Activity: Q3 2025 in Review

30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q3 2025, worth a combined $92.6M — up 32% from $70.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FRTY and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 19 added.

The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $449K sold.

  • 30 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q3 2025, down from 33 in Q2 2025.
  • Funds reported $92.6M of Alger Mid Cap 40 ETF stock for Q3 2025, up 32% quarter-over-quarter.
  • 2 funds opened new Alger Mid Cap 40 ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q3 2025 was LPL Financial, an estimated $3.34M added.
  • The largest Alger Mid Cap 40 ETF seller in Q3 2025 was Brinker Capital Investments, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2025.