Alger Russell Innovation ETF
INVN
6 hedge funds and large institutions have $9.56M invested in Alger Russell Innovation ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
304% more capital invested
Capital invested by funds: $2.36M → $9.56M (+$7.2M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
49.8% more ownership
Funds ownership: 13.31% → 63.11% (+50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$66.9K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$65.4K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$27.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NWM Advisors
San Luis Obispo,
California
| $5.56M | +$5.46M | +257,071 | New |
|
|
CCM
2
CFO Capital Management
Fairfield,
Connecticut
| $1.43M | +$1.4M | +66,087 | New |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.32M | -$27.7K | -1,304 | -2% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $700K | +$16.7K | +786 | +2% |
|
|
5
Citadel Advisors
Miami,
Florida
| $476K | +$65.4K | +3,077 | +16% |
|
|
6
JP Morgan Chase
New York
| $68.1K | +$66.9K | +3,148 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$4.51K | -216 | Closed |
|
INVN Hedge Fund Activity: Q4 2025 in Review
6 of the 8,244 institutional investors tracked by Wall St. Rank reported a position in Alger Russell Innovation ETF (INVN) for Q4 2025, worth a combined $9.56M — up 304% from $2.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new INVN positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $66.9K. The largest seller was Commonwealth Equity Services, cutting an estimated $27.7K.
- 6 institutional investors held Alger Russell Innovation ETF (INVN) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $9.56M of Alger Russell Innovation ETF stock for Q4 2025, up 304% quarter-over-quarter.
- 3 funds opened new Alger Russell Innovation ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Alger Russell Innovation ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $66.9K added.
- The largest Alger Russell Innovation ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $27.7K sold.
Based on aggregated 13F filings for Q4 2025.