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AGF US Market Neutral Anti-Beta Fund

77 hedge funds and large institutions have $187M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

31% less capital invested

Capital invested by funds: $272M → $187M (-$85.5M)

Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.4M
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$15.4M
OIA
4
OneDigital Investment Advisors
Kansas
$10.7M
LPL Financial
5
LPL Financial
California
$7.81M
TA
6
Tactive Advisors
Florida
$7.23M
CIBC World Market
7
CIBC World Market
Ontario, Canada
$7.21M
HighTower Advisors
8
HighTower Advisors
Illinois
$7.16M
LFAS
9
Level Four Advisory Services
Texas
$6.19M
AWM
10
AE Wealth Management
Kansas
$4.14M
CFD
11
Creative Financial Designs
Indiana
$3.87M
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.54M
PCA
13
PMV Capital Advisers
Texas
$2.68M
AC
14
Avestar Capital
New York
$2.33M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.26M
WIA
16
Wealthedge Investment Advisors
New York
$2.18M
TWC
17
TD Waterhouse Canada
Ontario, Canada
$1.84M
APW
18
Axim Planning & Wealth
Ohio
$1.69M
Renaissance Technologies
19
Renaissance Technologies
New York
$1.52M
DAS
20
Dynamic Advisor Solutions
Arizona
$1.4M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.27M
MPW
22
Magnolia Private Wealth
Pennsylvania
$1.21M
AIM
23
Advyzon Investment Management
Illinois
$1.02M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$992K
AA
25
Armis Advisers
Georgia
$887K