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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

68 hedge funds and large institutions have $251M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
16
Reduced
29
Closed
15
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$4K

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$4.43M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.2M
3
CWM
3
Cedar Wealth Management
California
$1.69M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M
5
RL
5
Retireful LLC
Michigan
$778K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.42M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
Astoria Portfolio Advisors
New York
$761K +$761K +41,346 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$701K -$1.01M -54,721 -59%
TCM
28
Triumph Capital Management
Colorado
$674K +$58.2K +3,148 +9%
FHA
29
Flagship Harbor Advisors
Massachusetts
$595K -$240K -12,984 -29%
FGA
30
Fortis Group Advisors
New Jersey
$578K -$230K -12,472 -29%
DFP
31
Defined Financial Planning
California
$570K +$570K +30,822 New
SFG
32
Socha Financial Group
New York
$529K +$40.2K +2,175 +8%
TI
33
Tidal Investments
Wisconsin
$526K -$193K -10,435 -27%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$498K -$1.08M -58,599 -69%
HGA
35
Hobbs Group Advisors
South Carolina
$436K -$1.44K -78 -0.3%
DAS
36
Dynamic Advisor Solutions
Arizona
$407K -$72.6K -3,926 -15%
EFG
37
Ethos Financial Group
Pennsylvania
$386K +$127K +6,663 +49%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$385K -$4.62K -250 -1%
RFG
39
REAP Financial Group
Texas
$374K -$52.4K -2,833 -12%
IA
40
IFP Advisors
Florida
$372K +$9.31K +504 +3%
PAG
41
Private Advisor Group
New Jersey
$370K +$1.65K +89 +0.4%
ACP
42
Aveo Capital Partners
Colorado
$365K +$19.6K +1,062 +6%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$358K +$358K +19,342 New
MPW
44
Magnolia Private Wealth
Pennsylvania
$331K +$331K +17,929 New
CIBC World Market
45
CIBC World Market
Ontario, Canada
$318K -$3.68M -199,287 -92%
Renaissance Technologies
46
Renaissance Technologies
New York
$305K -$499K -27,025 -62%
HIP
47
HUB Investment Partners
Texas
$292K – – –
Citadel Advisors
48
Citadel Advisors
Florida
$245K -$156K -8,429 -39%
CFG
49
Cooper Financial Group
California
$226K -$104K -5,631 -32%
IIA
50
IPG Investment Advisors
California
$226K – – –
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