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AGF US Market Neutral Anti-Beta Fund

61 hedge funds and large institutions have $141M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
61
Holders Change
-14
Holders Change %
-18.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
20
Reduced
29
Closed
21
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$7K
Name Market Value Shares Shares
Change
Shares
Change %
RFG
26
REAP Financial Group
Texas
$634K 35,198 +1,097 +3%
KIA
27
KLR Investment Advisors
Rhode Island
$579K 30,244 -3,725 -11%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$543K 30,150 -115,794 -79%
DAS
29
Dynamic Advisor Solutions
Arizona
$508K 28,189 -8,729 -24%
Citadel Advisors
30
Citadel Advisors
Florida
$495K 27,493 +10,832 +65%
VF
31
VitalStone Financial
Texas
$495K 27,481 +24,686 +883%
TC
32
TAP Consulting
Missouri
$495K 27,474 +3,995 +17%
TCM
33
Triumph Capital Management
Colorado
$474K 26,029 +26,029 New
CFG
34
Cooper Financial Group
California
$429K 23,833 -7,943 -25%
PAG
35
Private Advisor Group
New Jersey
$371K 20,609 -73,754 -78%
Goldman Sachs
36
Goldman Sachs
New York
$354K 19,658 -6,291 -24%
IA
37
IFP Advisors
Florida
$339K 18,810 -320 -2%
HIP
38
HUB Investment Partners
Texas
$285K 15,818
BWM
39
BlackDiamond Wealth Management
New York
$263K 14,588 +307 +2%
EFG
40
Ethos Financial Group
Pennsylvania
$253K 14,051 -4,712 -25%
FBT
41
First Bankers Trust
Kentucky
$226K 12,525 +12,525 New
CWA
42
Canvas Wealth Advisors
Kansas
$193K 10,146 +10,146 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$184K 10,195 +10,195 New
Morgan Stanley
44
Morgan Stanley
New York
$105K 5,809 +4,253 +273%
SPIA
45
Steward Partners Investment Advisory
New York
$71.9K 3,990 +3,990 New
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$70.8K 3,930 +3,062 +353%
VWWMG
47
Vermillion & White Wealth Management Group
Pennsylvania
$67.6K 3,751 -66,438 -95%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$58.9K 3,268 -323 -9%
UBS Group
49
UBS Group
Switzerland
$57.8K 3,211 +870 +37%
VAG
50
VisionPoint Advisory Group
Texas
$49.2K 2,732 -901 -25%