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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

63 hedge funds and large institutions have $183M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$18.6M
2
BCM
2
Brookstone Capital Management
Illinois
$17.6M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$8.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.48M

Top Sellers

1
WAM
1
Worth Asset Management
Texas
$1.73M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.41M
3
AWS
3
Atria Wealth Solutions
New York
$411K
4
CAN
4
Cetera Advisor Networks
California
$0
5
TWM
5
TMD Wealth Management
Arizona
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Worth Asset Management
Texas
$1.73M 85,048 -18,894 -18%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.58M 77,541 +77,541 New
TI
28
Tidal Investments
Wisconsin
$1.44M 70,755 +2,718 +4%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$1.41M 67,689 -17,230 -20%
EAM
30
Empirical Asset Management
Massachusetts
$1.09M 53,550 +1,992 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M 52,222 -4,879 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$917K 45,095 +45,095 New
CFG
33
Cooper Financial Group
California
$762K 37,479 +37,479 New
MWM
34
MBE Wealth Management
Wisconsin
$598K 29,393 +29,393 New
UBS Group
35
UBS Group
Switzerland
$572K 28,113 +28,113 New
CA
36
Cetera Advisors
Colorado
$489K 24,034 +24,034 New
PFS
37
Prospera Financial Services
Texas
$444K 21,839 +1,029 +5%
AWS
38
Atria Wealth Solutions
New York
$411K 20,239 -15,805 -44%
BWM
39
BlackDiamond Wealth Management
New York
$345K 16,930 +2,178 +15%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$329K 16,196 -256 -2%
ACM
41
Adalta Capital Management
New York
$315K 15,500 +15,500 New
WI
42
Wintrust Investments
Illinois
$298K 14,635 +14,635 New
T
43
TRUADVICE
Florida
$289K 13,956 -561 -4%
IA
44
IFP Advisors
Florida
$277K 11,722 -2,661 -19%
ASN
45
Advisory Services Network
Georgia
$264K 12,991 +145 +1%
LFAS
46
Level Four Advisory Services
Texas
$264K 13,000 +13,000 New
LA
47
Latitude Advisors
Florida
$253K 12,434 -2,264 -15%
HIC
48
Hartline Investment Corp
Illinois
$253K 12,434 +12,434 New
OPA
49
Old Port Advisors
Maine
$205K 10,356 -600 -5%
AR
50
Apeiron RIA
Texas
$202K 9,825 +9,825 New
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