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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

74 hedge funds and large institutions have $184M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 20 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
18
Reduced
25
Closed
20
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.4M
2
TA
2
Tactive Advisors
Florida
$7.23M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.21M
4
WIA
4
Wealthedge Investment Advisors
New York
$2.18M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$1.84M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$801K
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$15.4M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$242K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5M 2,402,571 +19,979 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.4M 1,944,789 +1,944,184 +321,353%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$15.4M 870,936 -938,403 -52%
OIA
4
OneDigital Investment Advisors
Kansas
$10.7M 603,602 -45,618 -7%
LPL Financial
5
LPL Financial
California
$7.81M 441,490 -261,611 -37%
TA
6
Tactive Advisors
Florida
$7.23M 408,446 +408,446 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$7.21M 407,613 +387,216 +1,898%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.16M 404,628 +8,572 +2%
LFAS
9
Level Four Advisory Services
Texas
$6.19M 349,475 +9,515 +3%
AWM
10
AE Wealth Management
Kansas
$4.14M 233,750 +65,251 +39%
CFD
11
Creative Financial Designs
Indiana
$3.87M 218,805 -3,322 -1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.54M 200,143 -15,697 -7%
PCA
13
PMV Capital Advisers
Texas
$2.68M 151,160 +17,455 +13%
AC
14
Avestar Capital
New York
$2.33M 131,725 -4,418 -3%
WIA
15
Wealthedge Investment Advisors
New York
$2.18M 123,129 +123,129 New
TWC
16
TD Waterhouse Canada
Ontario, Canada
$1.84M 102,342 +65,048 +174%
APW
17
Axim Planning & Wealth
Ohio
$1.69M 95,623 +54,095 +130%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.52M 85,680 +27,949 +48%
DAS
19
Dynamic Advisor Solutions
Arizona
$1.4M 79,024 +55,744 +239%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.27M 71,913 -22,891 -24%
MPW
21
Magnolia Private Wealth
Pennsylvania
$1.21M 68,189 +49,560 +266%
AIM
22
Advyzon Investment Management
Illinois
$1.02M 57,884 +57,884 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$992K 56,030 +15,958 +40%
AA
24
Armis Advisers
Georgia
$887K 50,085 -31,044 -38%
AFP
25
Ausdal Financial Partners
Iowa
$840K 47,483 -176,774 -79%
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