Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THE ALGER ETF TRUST (ATFV)

28 + Investors. Track Smart Money conviction in ATFV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
7Q ▲
Buyers last Q
65%

Smart Money Signals — ATFV

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added ATFV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold ATFV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +211% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+211% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

17 buying9 selling
Last quarter: 17 funds were net buyers (5 opened a brand new position + 12 added to an existing one). Only 9 were sellers (8 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

11% conviction (2yr+) 25% medium 64% new
Only 3 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +8%, value -8%

Value
-8%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

3 → 3 → 11 → 6 → 5 new funds/Q
New funds entering each quarter: 3 → 11 → 6 → 5. ATFV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 79% of holders entered in last year

14% veterans 7% 1-2yr 79% new
Of 28 current holders: 22 (79%) entered in the past year, only 4 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
5 of 28 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ATFV

In 2026 Q1, 17 hedge funds were net buyers of ATFV (5 opened a new position, 12 added to an existing one), while 9 reduced or exited (8 trimmed, 1 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: ATFV

How many hedge funds hold ATFV — quarterly history vs. share price
Quarterly hedge fund ownership of ATFV vs. share price

Market Analysis: ATFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATFV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy THE ALGER ETF TRUST (ATFV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ATFV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
ATFV
+33.6%
SPY
+14.0%

ATFV outperformed SPY by +19.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
ATFV
+4.6%
SPY
+0.3%

Since the filing became public, ATFV outperformed SPY by +4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ATFV
28 + Investors

Track Smart Money conviction in ATFV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 24 16.67%
13F Shares 3M 2M 8.34%
Total Value $74M $81M -8.13%
New Positions 5 6 -1
Increased Positions 12 14 -2
Closed Positions 1 3 -2
Reduced Positions 8 1 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ATFV

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Financial Highlights

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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ATFV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ATFV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Capital Investment Advisors Inc. 5.97% 1,097,120 $40.2M
2 CFO CAPITAL MANAGEMENT LLC 1.59% 61,747 $1.9M
3 Castle Rock Wealth Management, LLC 0.28% 40,532 $1.3M
4 VISTA INVESTMENT PARTNERS II, LLC 0.22% 15,293 $480K
5 Berbice Capital Management LLC 0.12% 5,639 $177K
6 Worth Asset Management, LLC 0.10% 8,389 $263K
7 CHILTON INVESTMENT CO INC. 0.09% 120,901 $3.8M
8 FRED ALGER MANAGEMENT, LLC 0.05% 395,038 $12.4M
9 Beverly Hills Private Wealth, LLC 0.04% 8,028 $252K
10 Onyx Bridge Wealth Group LLC 0.04% 12,320 $386K
11 Avior Wealth Management, LLC 0.01% 14,069 $441K
12 NewEdge Advisors, LLC 0.01% 234,956 $235K
13 Integrated Wealth Concepts LLC 0.01% 32,472 $1.0M
14 Cambridge Investment Research Advisors, Inc. 0.01% 95,415 $3K
15 FOUNDATIONS INVESTMENT ADVISORS, LLC 0.01% 15,726 $493K
16 HARBOUR INVESTMENTS, INC. 0.00% 9,745 $306K
17 DAVENPORT & Co LLC 0.00% 27,135 $851K
18 LPL Financial LLC 0.00% 243,222 $7.6M
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 15,101 $474K
20 Mariner, LLC 0.00% 15,932 $500K
21 Ashton Thomas Private Wealth, LLC 0.00% 736 $23K
22 AdvisorNet Financial, Inc 0.00% 98 $3K
23 CITADEL ADVISORS LLC 0.00% 22,472 $705K
24 CWM, LLC 0.00% 330 $10K
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 7,548 $237K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — THE ALGER ETF TRUST (ATFV)

What does the Smart Money Trend signal show for ATFV?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added ATFV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ATFV?

More buyers than sellers — 65% buying: Last quarter: 17 funds were net buyers (5 opened a brand new position + 12 added to an existing one). Only 9 were sellers (8 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ATFV holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ATFV?

Mostly new holders — 64% entered in last year: Only 3 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy THE ALGER ETF TRUST (ATFV) following the 2026 Q1 hedge fund 13F filings?

As of today, ATFV has moved +4.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), ATFV has gained +33.6% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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