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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

76 hedge funds and large institutions have $210M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 17 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
26
Reduced
24
Closed
17
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.9M
4
AC
4
Avestar Capital
New York
$4.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.17M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$200K
2
PFA
2
Peak Financial Advisors
Colorado
$0
3
TWM
3
TMD Wealth Management
Arizona
$11.1M
4
APA
4
Astoria Portfolio Advisors
New York
$4.02M
5
LPL Financial
5
LPL Financial
California
$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
26
Delos Wealth Advisors
Texas
$1.35M -$20.4K -1,086 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.35M +$150K +7,577 +13%
BCM
28
Beaumont Capital Management
Massachusetts
$1.3M +$1.3M +65,497 New
SAM
29
Simplify Asset Management
Nevada
$1.28M +$1.28M +64,592 New
TI
30
Tidal Investments
Wisconsin
$1.08M -$644K -32,441 -37%
TCM
31
Triumph Capital Management
Colorado
$1.06M +$1.06M +53,591 New
T
32
TRUADVICE
Florida
$934K +$611K +29,077 +189%
AI
33
AXS Investments
New York
$826K -$5.26K -265 -0.6%
CWM
34
Cedar Wealth Management
California
$815K +$397K +19,987 +95%
WAM
35
Worth Asset Management
Texas
$810K +$703K +35,405 +656%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$793K -$88.9K -4,477 -10%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$774K – – –
GWM
38
Geneos Wealth Management
Colorado
$757K +$421K +21,187 +125%
PAG
39
Private Advisor Group
New Jersey
$745K +$94.5K +4,757 +15%
MA
40
Mutual Advisors
Nebraska
$743K +$20.6K +1,037 +3%
KIA
41
KLR Investment Advisors
Rhode Island
$700K -$29.9K -1,466 -4%
CFG
42
Cooper Financial Group
California
$675K -$179K -9,015 -21%
Citadel Advisors
43
Citadel Advisors
Florida
$655K +$289K +14,529 +79%
CS
44
Credit Suisse
Switzerland
$509K +$509K +25,650 New
MWM
45
Moulton Wealth Management
Washington
$462K +$462K +23,138 New
IA
46
IFP Advisors
Florida
$452K -$128K -6,469 -22%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$415K +$415K +20,878 New
SWP
48
Stratos Wealth Partners
Ohio
$412K +$111K +5,584 +37%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$380K +$380K +19,142 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$357K +$357K +17,959 New
1
2
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