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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 $187M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
19
Reduced
25
Closed
20
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.4M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$6.85M
3
WIA
Wealthedge Investment Advisors
New York
+$2.18M
4
TWC
TD Waterhouse Canada
Ontario, Canada
+$1.17M
5
AWM
AE Wealth Management
Kansas
+$1.15M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$32.1M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$16.6M
3
Jane Street
Jane Street
New York
-$14.6M
4
Morgan Stanley
Morgan Stanley
New York
-$11.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$840K -$3.13M -176,774 -79%
Osaic Holdings
27
Osaic Holdings
Arizona
$801K -$32.1M -1,755,111 -98%
CIA
28
Concurrent Investment Advisors
Florida
$778K +$65.6K +3,704 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$741K +$741K +41,839 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$735K +$28.9K +1,630 +4%
Stifel Financial
31
Stifel Financial
Missouri
$700K +$700K +39,543 New
BCA
32
Bay Colony Advisors
Massachusetts
$639K +$133K +7,512 +26%
MWM
33
Maridea Wealth Management
New York
$618K -$3.31M -186,768 -84%
Bank of America
34
Bank of America
North Carolina
$610K +$610K +34,481 New
HI
35
Harbour Investments
Wisconsin
$572K -$11.7K -663 -2%
LMKC
36
L.M. Kohn & Company
Ohio
$570K +$570K +32,183 New
TI
37
Tidal Investments
Wisconsin
$516K +$516K +29,129 New
AWM
38
Able Wealth Management
New Jersey
$474K +$474K +26,764 New
EFG
39
Ethos Financial Group
Pennsylvania
$446K +$88.4K +5,004 +25%
HGA
40
Hobbs Group Advisors
South Carolina
$424K -$484K -27,365 -53%
CAM
41
Clark Asset Management
New Hampshire
$414K – – –
BAM
42
Belpointe Asset Management
Nevada
$403K -$935K -52,834 -70%
IA
43
IFP Advisors
Florida
$377K +$17.9K +1,013 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$361K -$2.12K -120 -0.6%
MML Investors Services
45
MML Investors Services
Massachusetts
$337K +$337K +19,030 New
IA
46
Integrity Alliance
Iowa
$326K +$326K +18,405 New
RFG
47
REAP Financial Group
Texas
$288K -$17.4K -983 -6%
HIP
48
HUB Investment Partners
Texas
$280K – – –
UBS Group
49
UBS Group
Switzerland
$268K +$268K +15,125 New
CMMS
50
Comprehensive Money Management Services
Florida
$255K +$255K +14,405 New
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