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Alger Mid Cap 40 ETF

39 hedge funds and large institutions have $102M invested in Alger Mid Cap 40 ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

30% more funds holding

Funds holding: 3039 (+9)

10% more capital invested

Capital invested by funds: $92.6M → $102M (+$9.49M)

0.13% more ownership

Funds ownership: 75.91%76.05% (+0.13%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
6
Closed
1
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
$30M +$1.22M +56,499 +4%
UBS Group
2
UBS Group
Switzerland
$24.9M +$9.65M +446,882 +61%
LPL Financial
3
LPL Financial
California
$10.7M +$7.14M +330,486 +186%
Raymond James Financial
4
Raymond James Financial
Florida
$6.91M +$1.76M +81,629 +33%
BIG
5
Brookwood Investment Group
Arizona
$6.01M +$52.7K +2,439 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.74M +$96.7K +4,477 +4%
CRWM
7
Castle Rock Wealth Management
California
$2.54M +$70.1K +3,247 +3%
FHA
8
Flagship Harbor Advisors
Massachusetts
$1.8M +$44.6K +2,064 +2%
CFD
9
Creative Financial Designs
Indiana
$1.5M -$32.5K -1,503 -2%
SIG
10
Sargent Investment Group
Maryland
$1.45M -$180K -8,315 -11%
AA
11
Advisory Advocates
Michigan
$1.26M +$1.3M +59,973 New
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$1.24M +$11.7K +543 +0.9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M +$716K +33,155 +176%
WA
14
Whipplewood Advisors
Colorado
$1.05M +$1.49K +69 +0.1%
NA
15
NewEdge Advisors
Louisiana
$945K -$37.3K -1,728 -4%
WFAG
16
Worth Financial Advisory Group
North Carolina
$865K +$210K +9,713 +31%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$792K -$297K -13,749 -27%
GSEP
18
Golden State Equity Partners
California
$789K +$809K +37,459 New
P
19
&Partners
Tennessee
$758K +$36.3K +1,679 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$716K +$184K +8,510 +33%
DC
21
Davenport & Co
Virginia
$647K +$115K +5,315 +21%
BL
22
Balentine LLC
Georgia
$642K
HighTower Advisors
23
HighTower Advisors
Illinois
$615K +$129K +5,989 +26%
IWN
24
Independent Wealth Network
Iowa
$538K -$12.6K -583 -2%
Truist Financial
25
Truist Financial
North Carolina
$374K +$125K +5,780 +48%

FRTY Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q4 2025, worth a combined $102M — up 10% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRTY positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $9.65M. The largest seller was Fred Alger Management, exiting entirely with an estimated $6.38M sold.

  • 39 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $102M of Alger Mid Cap 40 ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 10 funds opened new Alger Mid Cap 40 ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q4 2025 was UBS Group, an estimated $9.65M added.
  • The largest Alger Mid Cap 40 ETF seller in Q4 2025 was Fred Alger Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q4 2025.