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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

80 hedge funds and large institutions have $236M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
25
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$57.4M
2
EFG
2
Ethos Financial Group
Pennsylvania
$13M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
TF
4
Trek Financial
Arizona
$5.02M
5
MWM
5
Moran Wealth Management
Florida
$3.75M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$69K
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.14M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$350K 16,524 +16,524 New
CPP
52
Capasso Planning Partners
South Carolina
$342K 16,116 +16,116 New
IA
53
IFP Advisors
Florida
$316K 13,492 +1,770 +15%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$300K 14,161 -53,528 -79%
PFS
55
Prospera Financial Services
Texas
$294K 13,855 -7,984 -37%
LMKC
56
L.M. Kohn & Company
Ohio
$293K 13,797 +13,797 New
DWM
57
Darwin Wealth Management
Florida
$290K 14,212 +14,212 New
AWM
58
Axxcess Wealth Management
California
$281K 13,228 +13,228 New
T
59
TRUADVICE
Florida
$272K 13,487 -469 -3%
PFA
60
Petra Financial Advisors
Colorado
$257K 12,138 +12,138 New
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$251K 11,821 +11,821 New
OPA
62
Old Port Advisors
Maine
$208K 9,820 -536 -5%
HWMA
63
Heritage Wealth Management (Arizona)
Arizona
$197K 9,294 +4,421 +91%
BAM
64
Belpointe Asset Management
Nevada
$133K 6,280 +6,280 New
NA
65
NewEdge Advisors
Louisiana
$128K 13,553 +13,553 New
AWM
66
Accel Wealth Management
Iowa
$92.7K 4,370 – –
AI
67
AXS Investments
New York
$77.1K 3,636 +3,636 New
GAG
68
Goodman Advisory Group
Massachusetts
$69K 3,243 -912,034 -100%
GWM
69
Geneos Wealth Management
Colorado
$64K 3,019 +3,019 New
Wells Fargo
70
Wells Fargo
California
$31.8K 1,501 +1,313 +698%
BWA
71
BDO Wealth Advisors
Florida
$25.7K 1,212 -161 -12%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K 550 -1,273 -70%
SWM
73
Spire Wealth Management
Virginia
$11K 500 – –
BWM
74
BerganKDV Wealth Management
Minnesota
$10.4K 488 +488 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$10K 485 +485 New
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