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Alger Mid Cap 40 ETF

41 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, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

5% more funds holding

Funds holding: 3941 (+2)

9.34% less ownership

Funds ownership: 76.05%66.7% (-9.3%)

17% less capital invested

Capital invested by funds: $102M → $85.2M (-$16.9M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$24.8M +$1.86M +89,379 +8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.84M -$18.6M -893,784 -67%
LPL Financial
3
LPL Financial
California
$8.38M -$1.62M -77,892 -15%
BIG
4
Brookwood Investment Group
Arizona
$5.86M +$323K +15,558 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$5.73M -$707K -34,024 -10%
WFAG
6
Worth Financial Advisory Group
North Carolina
$5.48M -$554K -26,667 -65%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.23M +$1.8M +86,860 +67%
CRWM
8
Castle Rock Wealth Management
California
$2.48M +$59.5K +2,862 +2%
FHA
9
Flagship Harbor Advisors
Massachusetts
$1.51M -$166K -7,979 -9%
CFD
10
Creative Financial Designs
Indiana
$1.38M -$8.21K -395 -0.6%
AA
11
Advisory Advocates
Michigan
$1.27M +$110K +5,300 +9%
PWS
12
Proactive Wealth Strategies
Georgia
$1.18M +$1.26M +60,830 New
SIG
13
Sargent Investment Group
Maryland
$1.18M -$171K -8,225 -12%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$1.17M +$31.3K +1,507 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.15M +$446K +21,459 +57%
WWM
16
Western Wealth Management
Colorado
$1.14M +$1.21M +58,455 New
WA
17
Whipplewood Advisors
Colorado
$971K
GSEP
18
Golden State Equity Partners
California
$889K +$170K +8,193 +22%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$827K -$199K -9,581 -18%
P
20
&Partners
Tennessee
$734K +$35.2K +1,694 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$674K +$13K +628 +2%
DC
22
Davenport & Co
Virginia
$612K +$14.5K +700 +2%
BL
23
Balentine LLC
Georgia
$594K
HighTower Advisors
24
HighTower Advisors
Illinois
$586K +$18.7K +902 +3%
Truist Financial
25
Truist Financial
North Carolina
$540K +$206K +9,928 +56%

FRTY Hedge Fund Activity: Q1 2026 in Review

41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q1 2026, worth a combined $85.2M — down 17% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRTY positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.86M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $18.6M.

  • 41 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $85.2M of Alger Mid Cap 40 ETF stock for Q1 2026, down 17% quarter-over-quarter.
  • 9 funds opened new Alger Mid Cap 40 ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q1 2026 was UBS Group, an estimated $1.86M added.
  • The largest Alger Mid Cap 40 ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.