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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

74 hedge funds and large institutions have $184M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 20 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
18
Reduced
25
Closed
20
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.4M
2
TA
2
Tactive Advisors
Florida
$7.23M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.21M
4
WIA
4
Wealthedge Investment Advisors
New York
$2.18M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$1.84M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$801K
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$15.4M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$242K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$242K 13,695 -647,819 -98%
LA
52
Latitude Advisors
Florida
$239K 13,510 +13,510 New
RA
53
RoundAngle Advisors
New Jersey
$237K 13,409 +13,409 New
IIA
54
IPG Investment Advisors
California
$216K 12,215 – –
GSWA
55
Good Steward Wealth Advisors
Tennessee
$211K 11,895 +11,895 New
FBT
56
First Bankers Trust
Kentucky
$184K 10,380 +10,380 New
CFG
57
Cooper Financial Group
California
$180K 10,167 -1,277 -11%
Raymond James Financial
58
Raymond James Financial
Florida
$162K 9,153 +9,153 New
FFA
59
Farther Finance Advisors
California
$150K 8,450 -666 -7%
EWM
60
Evolution Wealth Management
Florida
$122K 6,882 +6,882 New
SIS
61
Sound Income Strategies
Florida
$65.1K 3,678 -365 -9%
JSAM
62
J. Safra Asset Management
New York
$48.2K 2,738 +2,738 New
WOSD
63
WFA of San Diego
California
$23.6K 1,332 +1,332 New
RFA
64
Reyes Financial Architecture
California
$19.5K 1,102 -12,606 -92%
PS
65
Principal Securities
Iowa
$18.6K 1,050 +1,050 New
Simplex Trading
66
Simplex Trading
Illinois
$15K 898 +898 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$14K 798 -27 -3%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$13.6K 769 -6,104 -89%
AssetMark Inc
69
AssetMark Inc
California
$5.95K 336 -261 -44%
AF
70
Allworth Financial
California
$3.84K 217 +217 New
T
71
Transce3nd
Texas
$3.59K 203 – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$2.09K 118 -4,894 -98%
SAM
73
Smartleaf Asset Management
Massachusetts
$1.53K 87 – –
VWWMG
74
Vermillion & White Wealth Management Group
Pennsylvania
$343 19 – –
CAM
75
Creekmur Asset Management
Illinois
– – – –
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3
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