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Alger Mid Cap 40 ETF

40 hedge funds and large institutions have $85.2M invested in Alger Mid Cap 40 ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
UBS Group
1
UBS Group
Switzerland
$24.8M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.84M
LPL Financial
3
LPL Financial
California
$8.38M
BIG
4
Brookwood Investment Group
Arizona
$5.86M
Raymond James Financial
5
Raymond James Financial
Florida
$5.73M
WFAG
6
Worth Financial Advisory Group
North Carolina
$5.48M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.23M
CRWM
8
Castle Rock Wealth Management
California
$2.48M
FHA
9
Flagship Harbor Advisors
Massachusetts
$1.51M
CFD
10
Creative Financial Designs
Indiana
$1.38M
AA
11
Advisory Advocates
Michigan
$1.27M
PWS
12
Proactive Wealth Strategies
Georgia
$1.18M
SIG
13
Sargent Investment Group
Maryland
$1.18M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$1.17M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.15M
WWM
16
Western Wealth Management
Colorado
$1.14M
WA
17
Whipplewood Advisors
Colorado
$971K
GSEP
18
Golden State Equity Partners
California
$889K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$827K
P
20
&Partners
Tennessee
$734K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$674K
DC
22
Davenport & Co
Virginia
$612K
BL
23
Balentine LLC
Georgia
$594K
HighTower Advisors
24
HighTower Advisors
Illinois
$586K
Truist Financial
25
Truist Financial
North Carolina
$540K