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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

40 hedge funds and large institutions have $105M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
12
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M
2
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$11.1M
3
FAAS
3
First Allied Advisory Services
California
$8.34M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.19M
5
SAG
5
Spotlight Asset Group
Illinois
$6.35M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$532K
2
LPL Financial
2
LPL Financial
California
$1.33M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$739K
4
FIG
4
FundX Investment Group
California
$0
5
SW
5
SkyOak Wealth
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPA
26
Old Port Advisors
Maine
$330K 13,554 +5,200 +62%
TSS
27
Two Sigma Securities
New York
$280K 11,516 +11,516 New
AWM
28
AE Wealth Management
Kansas
$268K 11,010 -8,538 -44%
MC
29
Moors & Cabot
Massachusetts
$268K 11,000 +2,000 +22%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$255K 10,503 +9,308 +779%
GIA
31
Gladstone Institutional Advisory
Florida
$204K 8,388 +8,388 New
CAN
32
Cetera Advisor Networks
California
$141K 5,786 +5,786 New
OPS
33
Orion Portfolio Solutions
Nebraska
$121K 4,983 -32 -0.6%
AIL
34
AGF Investments LLC
Ontario, Canada
$69K 2,855 +88 +3%
CFA
35
Carroll Financial Associates
North Carolina
$59K 2,460 +2,460 New
HR
36
Howe & Rusling
New York
$13K 534 +534 New
SFG
37
Sowa Financial Group
Rhode Island
$5K 225 – –
UBS Group
38
UBS Group
Switzerland
$3K 115 +115 New
FIG
39
FundX Investment Group
California
– – -15,000 Closed
SW
40
SkyOak Wealth
Michigan
– – -14,389 Closed
SS
41
Simplicity Solutions
Minnesota
– – -13,719 Closed
ASN
42
Advisory Services Network
Georgia
– – -900 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– – -414 Closed
HI
44
Hoey Investments
Pennsylvania
– – -250 Closed
PA
45
Parallel Advisors
California
$0 23 -124 -84%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
– – -110 Closed
Wells Fargo
47
Wells Fargo
California
$0 1 – –
1
2