Alger Russell Innovation ETF
INVN
6 hedge funds and large institutions have $6.95M invested in Alger Russell Innovation ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
9.53% less ownership
Funds ownership: 63.11% → 53.58% (-9.5%)
27% less capital invested
Capital invested by funds: $9.56M → $6.95M (-$2.61M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$182K |
| 2 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$36.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NWM Advisors
San Luis Obispo,
California
|
-$1.67M |
| 2 |
CCM
CFO Capital Management
Fairfield,
Connecticut
|
-$617K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$476K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NWM Advisors
San Luis Obispo,
California
| $3.24M | -$1.67M | -83,963 | -33% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.31M | +$182K | +9,138 | +15% |
|
|
WFAG
3
Worth Financial Advisory Group
Charlotte,
North Carolina
| $1.23M | +$36.9K | +1,855 | New |
|
|
CCM
4
CFO Capital Management
Fairfield,
Connecticut
| $655K | -$617K | -31,055 | -47% |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $460K | -$153K | -7,711 | -24% |
|
6
JP Morgan Chase
New York
| $57.5K | – | – | – |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$476K | -21,970 | Closed |
|
INVN Hedge Fund Activity: Q1 2026 in Review
6 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Alger Russell Innovation ETF (INVN) for Q1 2026, worth a combined $6.95M — down 27% from $9.56M a quarter earlier.
Fund positioning in INVN was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $182K. The largest seller was NWM Advisors, cutting an estimated $1.67M.
- 6 institutional investors held Alger Russell Innovation ETF (INVN) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $6.95M of Alger Russell Innovation ETF stock for Q1 2026, down 27% quarter-over-quarter.
- 1 fund opened new Alger Russell Innovation ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Alger Russell Innovation ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $182K added.
- The largest Alger Russell Innovation ETF seller in Q1 2026 was NWM Advisors, an estimated $1.67M sold.
Based on aggregated 13F filings for Q1 2026.