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AGF US Market Neutral Anti-Beta Fund
BTAL

Overview Fund Activity

35 hedge funds and large institutions have $91.8M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
8
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$5.48M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$9.38M
3
AWM
3
AE Wealth Management
Kansas
$5.28M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.58M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
TWM
2
TMD Wealth Management
Arizona
$18.1M
3
TI
3
Tidal Investments
Wisconsin
$1.09M
4
LA
4
Latitude Advisors
Florida
$532K
5
APA
5
American Portfolios Advisors
New York
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
26
AGF Investments LLC
Ontario, Canada
$78K -$1.72K -94 -2%
AA
27
Ancora Advisors
Ohio
$61K – – –
BWA
28
BDO Wealth Advisors
Florida
$42K -$75.2K -4,138 -64%
GAM
29
Gemmer Asset Management
California
$31K +$31K +1,700 New
CWC
30
Carolinas Wealth Consulting
North Carolina
$15K +$15K +822 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$972 +48 +24%
RCM
32
Raleigh Capital Management
North Carolina
$4K -$2.45K -129 -38%
UBS Group
33
UBS Group
Switzerland
$4K +$4K +233 New
FEG
34
Financial Enhancement Group
Indiana
– -$2.53M -142,121 Closed
BCM
35
Bourgeon Capital Management
Connecticut
– -$71K -4,000 Closed
1
2