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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$801K 43,724 -1,755,111 -98%
CIA
27
Concurrent Investment Advisors
Florida
$778K 43,954 +3,704 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$741K 41,839 +41,839 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$735K 41,538 +1,630 +4%
Stifel Financial
30
Stifel Financial
Missouri
$700K 39,543 +39,543 New
BCA
31
Bay Colony Advisors
Massachusetts
$639K 36,090 +7,512 +26%
MWM
32
Maridea Wealth Management
New York
$618K 34,887 -186,768 -84%
Bank of America
33
Bank of America
North Carolina
$610K 34,481 +34,481 New
HI
34
Harbour Investments
Wisconsin
$572K 32,339 -663 -2%
LMKC
35
L.M. Kohn & Company
Ohio
$570K 32,183 +32,183 New
TI
36
Tidal Investments
Wisconsin
$516K 29,129 +29,129 New
AWM
37
Able Wealth Management
New Jersey
$474K 26,764 +26,764 New
EFG
38
Ethos Financial Group
Pennsylvania
$446K 25,229 +5,004 +25%
HGA
39
Hobbs Group Advisors
South Carolina
$424K 23,941 -27,365 -53%
CAM
40
Clark Asset Management
New Hampshire
$414K 23,382 – –
BAM
41
Belpointe Asset Management
Nevada
$403K 22,790 -52,834 -70%
IA
42
IFP Advisors
Florida
$377K 21,282 +1,013 +5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$361K 20,374 -120 -0.6%
MML Investors Services
44
MML Investors Services
Massachusetts
$337K 19,030 +19,030 New
IA
45
Integrity Alliance
Iowa
$326K 18,405 +18,405 New
RFG
46
REAP Financial Group
Texas
$288K 16,276 -983 -6%
HIP
47
HUB Investment Partners
Texas
$280K 15,818 – –
UBS Group
48
UBS Group
Switzerland
$268K 15,125 +15,125 New
CMMS
49
Comprehensive Money Management Services
Florida
$255K 14,405 +14,405 New
HF
50
HRT Financial
New York
$244K 13,816 +13,816 New
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