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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

36 hedge funds and large institutions have $76.1M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$12.8M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2M
3
NA
3
NewEdge Advisors
Louisiana
$1.76M
4
KAS
4
Kestra Advisory Services
Texas
$365K
5
APA
5
American Portfolios Advisors
New York
$3.38M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SAG
4
Spotlight Asset Group
Illinois
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
Latitude Advisors
Florida
$297K 15,556 +15,556 New
DAS
27
Dynamic Advisor Solutions
Arizona
$294K 15,383 -12,410 -45%
AWM
28
AE Wealth Management
Kansas
$281K 14,737 +829 +6%
OPA
29
Old Port Advisors
Maine
$253K 13,199 – –
AA
30
Ancora Advisors
Ohio
$64K 3,331 +923 +38%
UBS Group
31
UBS Group
Switzerland
$30K 1,562 -281 -15%
HR
32
Howe & Rusling
New York
$15K 802 +268 +50%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$6K 292 +11 +4%
IAIM
34
International Assets Investment Management
Florida
$5K 266 +266 New
FI
35
FormulaFolio Investments
Michigan
– – -769,762 Closed
OCPWS
36
One Charles Private Wealth Services
Massachusetts
– – -572,934 Closed
Citadel Advisors
37
Citadel Advisors
Florida
– – -350,804 Closed
SAG
38
Spotlight Asset Group
Illinois
– – -267,088 Closed
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
– – -173,397 Closed
CWM
40
Cornerstone Wealth Management
Missouri
– – -40,119 Closed
FEG
41
Financial Enhancement Group
Indiana
– – -24,823 Closed
OC
42
Oppenheimer & Co
New York
– – -19,474 Closed
ASN
43
Advisory Services Network
Georgia
– – -17,308 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
– – -13,978 Closed
MC
45
Moors & Cabot
Massachusetts
– – -11,000 Closed
Jane Street
46
Jane Street
New York
– – -10,002 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -1,461 Closed
First Manhattan
48
First Manhattan
New York
– – -286 Closed
PA
49
Parallel Advisors
California
$0 23 – –
Wells Fargo
50
Wells Fargo
California
$0 1 – –
1
2