Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Alger ETF Trust (ALAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
66%

Smart Money Signals — ALAI

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ALAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
65 hedge funds hold ALAI 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 — +442% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+442% 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 — 66% buying

49 buying25 selling
Last quarter: 49 funds were net buyers (10 opened a brand new position + 39 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 26 → 25 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 74% entered in last year

■ 0% conviction (2yr+) ■ 26% medium ■ 74% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~10 new funds/quarter

5 → 9 → 26 → 25 → 10 new funds/Q
New funds entering each quarter: 9 → 26 → 25 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 86% of holders entered in last year

■ 0% veterans ■ 14% 1-2yr ■ 86% new
Of 65 current holders: 56 (86%) entered in the past year, only 0 (0%) 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.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
5 of 65 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — ALAI

In 2026 Q1, 49 hedge funds were net buyers of ALAI (10 opened a new position, 39 added to an existing one), while 25 reduced or exited (12 trimmed, 13 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in ALAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 65.

Hedge Fund Ownership: ALAI

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

Market Analysis: ALAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALAI

-- --

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

Is It Too Late to Buy The Alger ETF Trust (ALAI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALAI 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 · 81d ago
ALAI
nan%
SPY
+15.1%

ALAI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
ALAI
nan%
SPY
+1.3%

Since the filing became public, ALAI outperformed SPY by nan% .

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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: ALAI
65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 68 -4.41%
13F Shares 6M 5M 14.73%
Total Value $191M $185M 3.28%
New Positions 10 25 -15
Increased Positions 39 31 +8
Closed Positions 13 2 +11
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALAI

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Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

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

QUARTER:
Top 25 ALAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sunrise Financial Services, LLC 2.61% 111,650 $3.7M
2 Goldstein Advisors, LLC 2.50% 681,984 $22.5M
3 Nwm Advisors, LLC 2.22% 73,895 $2.4M
4 Noble Wealth Management PBC 1.18% 71,138 $2.4M
5 Berbice Capital Management LLC 1.01% 46,914 $1.6M
6 Cfo Capital Management LLC 0.95% 35,036 $1.2M
7 Whipplewood Advisors, LLC 0.87% 50,556 $1.7M
8 Traphagen Investment Advisors LLC 0.85% 318,822 $10.5M
9 Arkadios Wealth Advisors 0.62% 1,155,852 $38.2M
10 Proactive Wealth Strategies LLC 0.51% 81,658 $2.7M
11 PMG Wealth Management, Inc. 0.41% 17,337 $573K
12 Colonial River Investments, LLC 0.39% 32,701 $1.1M
13 Onyx Bridge Wealth Group LLC 0.35% 99,093 $3.3M
14 PCG Wealth Advisors, LLC 0.29% 34,373 $1.1M
15 Apollon Financial, LLC 0.25% 55,613 $1.8M
16 Triton Wealth Management, PLLC 0.18% 14,327 $479K
17 Prospect Financial Services LLC 0.15% 7,537 $249K
18 Great Valley Advisor Group, INC. 0.14% 226,935 $7.5M
19 Wealth Effects LLC 0.11% 9,576 $316K
20 Smith, Moore & CO. 0.10% 42,978 $1.4M
21 Brookwood Investment Group LLC 0.08% 18,697 $618K
22 Stratos Wealth Partners, LTD. 0.04% 97,075 $3.2M
23 Western Wealth Management, LLC 0.03% 27,400 $905K
24 Flagship Harbor Advisors, LLC 0.03% 17,910 $592K
25 Private Trust Co NA 0.02% 7,427 $245K
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 (ALAI)

What does the Smart Money Trend signal show for ALAI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALAI?

More buyers than sellers — 66% buying: Last quarter: 49 funds were net buyers (10 opened a brand new position + 39 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALAI holders?

Strong quality — 27% AUM from major funds: 5 of 65 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALAI?

Mostly new holders — 74% entered in last year: Only 0 funds (0%) 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 (ALAI) following the 2026 Q1 hedge fund 13F filings?

As of today, ALAI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ALAI has gained nan% vs +15.1% 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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