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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

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.

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

1
LPL Financial
1
LPL Financial
California
$21.8M
2
FGA
2
Fortis Group Advisors
New Jersey
$9.48M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$9.17M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.1M
5
TC
5
TAP Consulting
Missouri
$3.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.68M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.64M
5
TF
5
Trek Financial
Arizona
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
LMKC
51
L.M. Kohn & Company
Ohio
$448K 21,975 +8,178 +59%
WF
52
Wayfinding Financial
Washington
$447K 21,949 +21,949 New
CL
53
Choreo LLC
Illinois
$442K 21,668 +21,668 New
NFSG
54
Newbridge Financial Services Group
Florida
$422K 20,675 +3,300 +19%
OC
55
Oppenheimer & Co
New York
$398K 19,527 -16,392 -46%
GWM
56
Geneos Wealth Management
Colorado
$388K 19,002 +15,983 +529%
Renaissance Technologies
57
Renaissance Technologies
New York
$345K 16,900 -86,909 -84%
IWC
58
Integrated Wealth Concepts
Massachusetts
$331K 16,217 +16,217 New
CFA
59
Camarda Financial Advisors
Florida
$300K 14,703 +14,703 New
T
60
TRUADVICE
Florida
$300K 14,300 +813 +6%
DWM
61
Darwin Wealth Management
Florida
$298K 14,327 +115 +0.8%
AWM
62
Axxcess Wealth Management
California
$275K 13,462 +234 +2%
NCM
63
NCM Capital Management
New Jersey
$265K 13,000 +13,000 New
PFA
64
Petra Financial Advisors
Colorado
$248K 12,138 – –
AWA
65
Arkadios Wealth Advisors
Georgia
$246K 12,075 +12,075 New
Vontobel Holding
66
Vontobel Holding
Switzerland
$246K 12,051 +12,051 New
SWP
67
Stratos Wealth Partners
Ohio
$215K 10,522 +10,522 New
KPWS
68
Kestra Private Wealth Services
Texas
$209K 10,262 +10,262 New
OPA
69
Old Port Advisors
Maine
$203K 9,820 – –
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$198K 9,715 +9,715 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$183K 8,951 -5,210 -37%
BAM
72
Belpointe Asset Management
Nevada
$128K 6,280 – –
AWM
73
Accel Wealth Management
Iowa
$89.1K 4,370 – –
Wells Fargo
74
Wells Fargo
California
$71.7K 3,512 +2,011 +134%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$65.6K 3,217 +2,732 +563%
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