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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

89 hedge funds and large institutions have $243M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
30
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.8M
2
FGA
2
Fortis Group Advisors
New Jersey
$9.48M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$9.17M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.1M
5
TC
5
TAP Consulting
Missouri
$3.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.68M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.64M
5
TF
5
Trek Financial
Arizona
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
WC
26
Waterloo Capital
Texas
$1.74M 85,065 +85,065 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.68M 81,753 -203,566 -71%
TF
28
Trek Financial
Arizona
$1.58M 77,225 -159,305 -67%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.53M 75,160 +75,160 New
TI
30
Tidal Investments
Wisconsin
$1.52M 74,714 -1,972 -3%
PWM
31
Perigon Wealth Management
California
$1.46M 71,682 +7,087 +11%
DWA
32
Delos Wealth Advisors
Texas
$1.42M 69,476 +69,476 New
EAM
33
Empirical Asset Management
Massachusetts
$1.35M 66,148 +15,716 +31%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.27M 62,063 -87,739 -59%
FHA
35
Flagship Harbor Advisors
Massachusetts
$1.2M 58,904 -110,976 -65%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.15M 56,129 +44,308 +375%
Goldman Sachs
37
Goldman Sachs
New York
$1.04M 51,103 -5,945 -10%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$936K 45,893 -67,063 -59%
CFG
39
Cooper Financial Group
California
$907K 44,474 +167 +0.4%
KAS
40
Kestra Advisory Services
Texas
$900K 44,142 +44,142 New
ASN
41
Advisory Services Network
Georgia
$900K 44,108 +9,761 +28%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$887K 43,476 -34,819 -44%
NA
43
NewEdge Advisors
Louisiana
$823K 40,331 +26,778 +198%
DAS
44
Dynamic Advisor Solutions
Arizona
$821K 40,243 +16,349 +68%
KIA
45
KLR Investment Advisors
Rhode Island
$700K 34,333 +1,702 +5%
PA
46
PFG Advisors
Arizona
$671K 32,885 +6,332 +24%
IA
47
IFP Advisors
Florida
$634K 27,247 +13,755 +102%
AM
48
AGF Management
Ontario, Canada
$535K 26,236 +26,236 New
MWM
49
MBE Wealth Management
Wisconsin
$530K 25,978 -5,542 -18%
MA
50
Mutual Advisors
Nebraska
$501K 24,582 +24,582 New
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