Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Alger ETF Trust (ATFV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
7Q ▲
Buyers last Q
63%

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 — 63% buying

17 buying10 selling
Last quarter: 17 funds were net buyers (5 opened a brand new position + 12 added to an existing one). Only 10 were sellers (8 trimmed + 2 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 → 7 → 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.
➡️

Steady discovery — ~5 new funds/quarter

3 → 3 → 11 → 7 → 5 new funds/Q
New funds entering each quarter: 3 → 11 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

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.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 10 reduced or exited (8 trimmed, 2 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: ATFV
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 28 28.57%
13F Shares 4M 3M 55.47%
Total Value $156M $74M 110.57%
New Positions 17 5 +12
Increased Positions 14 12 +2
Closed Positions 9 2 +7
Reduced Positions 3 8 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ATFV

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Institutional Holders (2026 Q2)

36 + 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 ATFV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Capital Investment Advisors Inc. 6.19% 1,050,207 $43.5M
2 Harborfront Financial Group LLC 2.46% 15,733 $652K
3 Rubicon Advisors, GP 2.27% 75,221 $3.1M
4 Colonial River Investments, LLC 1.05% 88,831 $3.7M
5 Castle Rock Wealth Management, LLC 0.63% 80,078 $3.2M
6 Moneco Advisors, LLC 0.24% 95,608 $4.0M
7 Chilton Investment Co INC. 0.22% 216,695 $9.0M
8 Beverly Hills Private Wealth, LLC 0.06% 8,003 $331K
9 Onyx Bridge Wealth Group LLC 0.06% 15,415 $638K
10 Fred Alger Management, LLC 0.06% 399,133 $16.5M
11 Fermata Advisors, LLC 0.05% 6,000 $249K
12 NewEdge Advisors, LLC 0.04% 285,103 $11.8M
13 SeaCrest Wealth Management, LLC 0.02% 5,445 $226K
14 Integrated Wealth Concepts LLC 0.02% 85,976 $3.6M
15 Avior Wealth Management, LLC 0.01% 13,724 $568K
16 Capital Investment Advisory Services, LLC 0.01% 5,349 $222K
17 Trek Financial, LLC 0.01% 5,418 $224K
18 LPL Financial LLC 0.01% 1,092,372 $45.2M
19 Foundations Investment Advisors, LLC 0.01% 17,053 $706K
20 Stratos Wealth Partners, LTD. 0.01% 17,093 $708K
21 Harbour Investments, INC. 0.01% 11,010 $456K
22 DAVENPORT & Co LLC 0.01% 27,135 $1.1M
23 Pinnacle Financial Partners, Inc. 0.00% 14,405 $597K
24 Private Advisor Group, LLC 0.00% 16,662 $690K
25 Truist Financial Corp 0.00% 40,905 $1.7M
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 — 63% buying: Last quarter: 17 funds were net buyers (5 opened a brand new position + 12 added to an existing one). Only 10 were sellers (8 trimmed + 2 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.

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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