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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

42 hedge funds and large institutions have $73.2M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
10
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
LPL Financial
2
LPL Financial
California
$3.51M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.7M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$2.46M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.23M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.7K
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.29M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$0
4
TWM
4
TMD Wealth Management
Arizona
$18.5M
5
AWM
5
AE Wealth Management
Kansas
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
T
26
TRUADVICE
Florida
$278K 14,517 -5,035 -26%
OPA
27
Old Port Advisors
Maine
$231K 10,956 – –
HWMA
28
Heritage Wealth Management (Arizona)
Arizona
$136K 6,230 +426 +7%
GAG
29
Goodman Advisory Group
Massachusetts
$123K 5,641 +5,641 New
AWM
30
Accel Wealth Management
Iowa
$92K 4,370 – –
AIL
31
AGF Investments LLC
Ontario, Canada
$75K 3,447 -808 -19%
AA
32
Ancora Advisors
Ohio
$73K 3,331 – –
BWA
33
BDO Wealth Advisors
Florida
$50K 2,310 – –
TWC
34
TD Waterhouse Canada
Ontario, Canada
$41.9K 1,495 +1,495 New
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.7K 1,823 -1,882,996 -100%
TCWM
36
Total Clarity Wealth Management
Illinois
$33K 1,500 +1,500 New
SL
37
Savior LLC
Massachusetts
$26K 1,174 +1,174 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$16.6K 777,440 +777,440 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$4K 206 -41 -17%
RCM
40
Raleigh Capital Management
North Carolina
$4K 179 -32 -15%
PA
41
Parallel Advisors
California
$1K 23 – –
CWG
42
Cornerstone Wealth Group
North Carolina
– – -298,904 Closed
ACM
43
Adalta Capital Management
New York
– – -17,500 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– – -13,942 Closed
GAM
45
Gemmer Asset Management
California
– – -1,700 Closed
CWC
46
Carolinas Wealth Consulting
North Carolina
– – -822 Closed
UBS Group
47
UBS Group
Switzerland
– – -233 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
49
Wells Fargo
California
$0 1 – –
1
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