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AGF US Market Neutral Anti-Beta Fund
BTAL

89 hedge funds and large institutions have $243M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more funds holding

Funds holding: 80 → 89 (+9)

2.6% more ownership

Funds ownership: 60.31% → 62.91% (+2.6%)

3% more capital invested

Capital invested by funds: $236M → $243M (+$6.76M)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
30
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.78M
2
CWG
Cornerstone Wealth Group
North Carolina
+$9.04M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.14M
4
TC
TAP Consulting
Missouri
+$3.62M
5
WA
WESPAC Advisors
California
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$5.25M
2
ACM
Arlington Capital Management
Illinois
-$4.64M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.1M
4
EFG
Ethos Financial Group
Pennsylvania
-$3.7M
5
TF
Trek Financial
Arizona
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
51
L.M. Kohn & Company
Ohio
$448K +$165K +8,178 +59%
WF
52
Wayfinding Financial
Washington
$447K +$442K +21,949 New
CL
53
Choreo LLC
Illinois
$442K +$436K +21,668 New
NFSG
54
Newbridge Financial Services Group
Florida
$422K +$66.4K +3,300 +19%
OC
55
Oppenheimer & Co
New York
$398K -$330K -16,392 -46%
GWM
56
Geneos Wealth Management
Colorado
$388K +$322K +15,983 +529%
Renaissance Technologies
57
Renaissance Technologies
New York
$345K -$1.75M -86,909 -84%
IWC
58
Integrated Wealth Concepts
Massachusetts
$331K +$326K +16,217 New
CFA
59
Camarda Financial Advisors
Florida
$300K +$296K +14,703 New
T
60
TRUADVICE
Florida
$300K +$16.4K +813 +6%
DWM
61
Darwin Wealth Management
Florida
$298K +$2.31K +115 +0.8%
AWM
62
Axxcess Wealth Management
California
$275K +$4.71K +234 +2%
NCM
63
NCM Capital Management
New Jersey
$265K +$262K +13,000 New
PFA
64
Petra Financial Advisors
Colorado
$248K – – –
AWA
65
Arkadios Wealth Advisors
Georgia
$246K +$243K +12,075 New
Vontobel Holding
66
Vontobel Holding
Switzerland
$246K +$242K +12,051 New
SWP
67
Stratos Wealth Partners
Ohio
$215K +$212K +10,522 New
KPWS
68
Kestra Private Wealth Services
Texas
$209K +$206K +10,262 New
OPA
69
Old Port Advisors
Maine
$203K – – –
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$198K +$195K +9,715 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$183K -$105K -5,210 -37%
BAM
72
Belpointe Asset Management
Nevada
$128K – – –
AWM
73
Accel Wealth Management
Iowa
$89.1K – – –
Wells Fargo
74
Wells Fargo
California
$71.7K +$40.5K +2,011 +134%
JP Morgan Chase
75
JP Morgan Chase
New York
$65.6K +$55K +2,732 +563%
1 2
3
4 5

BTAL Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2023, worth a combined $243M — up 2.9% from $236M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTAL positions and 16 closed out — a net gain of 11 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.78M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.25M sold.

  • 89 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2023, up from 80 in Q4 2022.
  • Funds reported $243M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 27 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2023 and 16 closed out, a net change of +11 holders.
  • The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2023 was LPL Financial, an estimated $9.78M added.
  • The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2023 was HighTower Advisors, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2023.