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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$23.7M
UBS Group
2
UBS Group
Switzerland
$12.3M
FAM
3
Fred Alger Management
New York
$5.48M
Raymond James Financial
4
Raymond James Financial
Florida
$4.23M
BIG
5
Brookwood Investment Group
Arizona
$3.66M
PFG
6
Prosperity Financial Group
California
$3.58M
CRWM
7
Castle Rock Wealth Management
California
$2.27M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.23M
SIG
9
Sargent Investment Group
Maryland
$1.56M
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.46M
CFD
11
Creative Financial Designs
Indiana
$1.43M
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$1.09M
WA
13
Whipplewood Advisors
Colorado
$895K
NA
14
NewEdge Advisors
Louisiana
$850K
IWN
15
Independent Wealth Network
Iowa
$735K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$725K
P
17
&Partners
Tennessee
$618K
WFAG
18
Worth Financial Advisory Group
North Carolina
$461K
BCI
19
Brinker Capital Investments
Pennsylvania
$449K
DC
20
Davenport & Co
Virginia
$435K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$419K
HighTower Advisors
22
HighTower Advisors
Illinois
$371K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$359K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$285K
LPL Financial
25
LPL Financial
California
$245K