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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

75 hedge funds and large institutions have $147M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
17
Reduced
28
Closed
25
Calls
$4K
Puts
$9K
Net Calls
-$5K
Net Calls Change
-$9K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$10.8M
2
TA
2
Tactive Advisors
Florida
$10.1M
3
Jane Street
3
Jane Street
New York
$4.82M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
EFG
3
Ethos Financial Group
Pennsylvania
$338K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$654K
Name Market Value Shares Shares
Change 		Shares
Change %
TI
26
Tidal Investments
Wisconsin
$933K 55,033 +873 +2%
WAM
27
Worth Asset Management
Texas
$875K 51,594 +10,792 +26%
MML Investors Services
28
MML Investors Services
Massachusetts
$871K 51,372 -16,361 -24%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$734K 43,296 +3,345 +8%
GWM
30
Geneos Wealth Management
Colorado
$701K 41,386 +3,249 +9%
DAS
31
Dynamic Advisor Solutions
Arizona
$654K 36,918 -194,795 -84%
FHA
32
Flagship Harbor Advisors
Massachusetts
$619K 36,500 +18,541 +103%
KIA
33
KLR Investment Advisors
Rhode Island
$611K 33,969 -364 -1%
GM
34
GeoWealth Management
Illinois
$602K 35,490 +35,490 New
RFG
35
REAP Financial Group
Texas
$578K 34,101 +34,101 New
CFG
36
Cooper Financial Group
California
$539K 31,776 -2,203 -6%
AI
37
AXS Investments
New York
$508K 29,955 -11,620 -28%
Goldman Sachs
38
Goldman Sachs
New York
$440K 25,949 +25,949 New
TC
39
TAP Consulting
Missouri
$398K 23,479 -191,034 -89%
EFG
40
Ethos Financial Group
Pennsylvania
$338K 18,763 -410,347 -96%
SWP
41
Stratos Wealth Partners
Ohio
$326K 19,211 -1,539 -7%
IA
42
IFP Advisors
Florida
$324K 19,130 -3,615 -16%
Citadel Advisors
43
Citadel Advisors
Florida
$282K 16,661 -16,317 -49%
HIP
44
HUB Investment Partners
Texas
$268K 15,818 +15,818 New
BWM
45
BlackDiamond Wealth Management
New York
$265K 14,281 -1,432 -9%
IWC
46
Integrated Wealth Concepts
Massachusetts
$247K 14,585 +14,585 New
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$242K 14,300 -24,648 -63%
APA
48
Astoria Portfolio Advisors
New York
$205K 11,134 -179,429 -94%
TSS
49
Two Sigma Securities
New York
$174K 10,270 +10,270 New
KPWS
50
Kestra Private Wealth Services
Texas
$171K 10,084 -218 -2%
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