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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

63 hedge funds and large institutions have $183M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$18.6M
2
BCM
2
Brookstone Capital Management
Illinois
$17.6M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$8.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.48M

Top Sellers

1
WAM
1
Worth Asset Management
Texas
$1.73M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.41M
3
AWS
3
Atria Wealth Solutions
New York
$411K
4
CAN
4
Cetera Advisor Networks
California
$0
5
TWM
5
TMD Wealth Management
Arizona
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
51
Heritage Wealth Management (Arizona)
Arizona
$99K 4,873 -1,357 -22%
AWM
52
Accel Wealth Management
Iowa
$86K 4,370 – –
AIL
53
AGF Investments LLC
Ontario, Canada
$66K 3,240 -207 -6%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.1K 1,823 – –
BWA
55
BDO Wealth Advisors
Florida
$28K 1,373 -937 -41%
CWC
56
Carolinas Wealth Consulting
North Carolina
$20K 990 +990 New
SL
57
Savior LLC
Massachusetts
$19K 955 -219 -19%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$12.5K 604,867 -172,573 -22%
SWM
59
Spire Wealth Management
Virginia
$10K 500 +500 New
Bank of America
60
Bank of America
North Carolina
$5K 239 +239 New
Wells Fargo
61
Wells Fargo
California
$4K 188 +187 +18,700%
RCM
62
Raleigh Capital Management
North Carolina
$3K 150 -29 -16%
CAN
63
Cetera Advisor Networks
California
– – -13,252 Closed
AA
64
Ancora Advisors
Ohio
– – -3,331 Closed
TCWM
65
Total Clarity Wealth Management
Illinois
– – -1,500 Closed
TWC
66
TD Waterhouse Canada
Ontario, Canada
– – -1,495 Closed
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
– – -206 Closed
PA
68
Parallel Advisors
California
$0 23 – –
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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