ALGER RUSSELL INNOVATION ETF (INVN) Institutional Ownership Changes & 13F Activity
ALGER RUSSELL INNOVATION ETF (INVN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Nwm Advisors, Llc, Cfo Capital Management Llc, Commonwealth Equity Services, Llc, Hightower Advisors, Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cfo Capital Management Llc | Buy | +66,087 | — | 66,087 | $1.43M | Q4 2025 | Mar 02, 2026 |
| Citadel Advisors Llc | Buy | +21,970 | — | 21,970 | $475.52K | Q4 2025 | Feb 17, 2026 |
| Commonwealth Equity Services, Llc | Buy | +61,189 | — | 61,189 | $1.32M | Q4 2025 | Feb 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,148 | — | 3,148 | $68.14K | Q4 2025 | Feb 11, 2026 |
| Hightower Advisors, Llc | Buy | +32,336 | — | 32,336 | $699.89K | Q4 2025 | Feb 06, 2026 |
| Nwm Advisors, Llc | Buy | +257,071 | — | 257,071 | $5.56M | Q4 2025 | Feb 04, 2026 |
Frequently asked questions about INVN activity
Which institutional owners are buying INVN?
Institutional owners buying INVN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in INVN activity?
"Buy" means an investor increased their reported position in INVN compared to the prior reporting period. This reflects growing exposure to ALGER RUSSELL INNOVATION ETF (INVN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in INVN increasing?
Institutional interest in INVN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.