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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

80 hedge funds and large institutions have $236M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
25
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$57.4M
2
EFG
2
Ethos Financial Group
Pennsylvania
$13M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
TF
4
Trek Financial
Arizona
$5.02M
5
MWM
5
Moran Wealth Management
Florida
$3.75M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$69K
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.14M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$2.2M 103,809 +103,809 New
WP
27
WealthSource Partners
California
$2.12M 99,908 +99,908 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.68M 79,114 +79,114 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.66M 78,295 -79,824 -50%
TI
30
Tidal Investments
Wisconsin
$1.63M 76,686 +5,931 +8%
PWM
31
Perigon Wealth Management
California
$1.37M 64,595 +64,595 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.26M 59,567 +14,472 +32%
Goldman Sachs
33
Goldman Sachs
New York
$1.21M 57,048 +57,048 New
EAM
34
Empirical Asset Management
Massachusetts
$1.07M 50,432 -3,118 -6%
PAG
35
Private Advisor Group
New Jersey
$1.07M 50,830 +50,830 New
CFG
36
Cooper Financial Group
California
$940K 44,307 +6,828 +18%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$770K 35,900 +35,900 New
OC
38
Oppenheimer & Co
New York
$762K 35,919 +35,919 New
ASN
39
Advisory Services Network
Georgia
$729K 34,347 +21,356 +164%
KIA
40
KLR Investment Advisors
Rhode Island
$699K 32,631 +32,631 New
MWM
41
MBE Wealth Management
Wisconsin
$669K 31,520 +2,127 +7%
WI
42
Wintrust Investments
Illinois
$601K 28,355 +13,720 +94%
PA
43
PFG Advisors
Arizona
$563K 26,553 +26,553 New
CA
44
Cetera Advisors
Colorado
$557K 26,256 +2,222 +9%
KA
45
Kovack Advisors
Florida
$518K 24,408 +24,408 New
DAS
46
Dynamic Advisor Solutions
Arizona
$507K 23,894 +23,894 New
PCP
47
Proficio Capital Partners
Massachusetts
$501K 23,600 +23,600 New
Toronto Dominion Bank
48
Toronto Dominion Bank
Ontario, Canada
$472K 22,264 +22,264 New
SPC
49
Sigma Planning Corp
Michigan
$389K 18,352 +18,352 New
NFSG
50
Newbridge Financial Services Group
Florida
$369K 17,375 +17,375 New
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