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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

72 hedge funds and large institutions have $128M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 29 closing their positions.

Holders
72
Holders Change
-17
Holders Change %
-19.1%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
15
Increased
24
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.95M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.08M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$3.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.52M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$10.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$942K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$300K -$88.2K -4,700 -23%
T
52
TRUADVICE
Florida
$292K +$20.6K +1,081 +8%
SWP
53
Stratos Wealth Partners
Ohio
$285K +$87.1K +4,644 +44%
AM
54
AGF Management
Ontario, Canada
$281K -$211K -11,257 -43%
NCM
55
NCM Capital Management
New Jersey
$244K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$232K +$232K +12,357 New
PFA
57
Petra Financial Advisors
Colorado
$228K – – –
KPWS
58
Kestra Private Wealth Services
Texas
$225K +$32.7K +1,741 +17%
LA
59
Latitude Advisors
Florida
$216K +$216K +11,539 New
AR
60
Apeiron RIA
Texas
$189K +$189K +10,072 New
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$168K – – –
WAM
62
Worth Asset Management
Texas
$101K -$1.99M -105,860 -95%
VAG
63
VisionPoint Advisory Group
Texas
$92.8K +$92.8K +4,945 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$91.7K +$31.4K +1,672 +52%
UBS Group
65
UBS Group
Switzerland
$31.7K +$28.9K +1,539 +1,006%
BWA
66
BDO Wealth Advisors
Florida
$15.1K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$14K +$14K +745 New
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
SWM
69
Spire Wealth Management
Virginia
$9.38K – – –
IPW
70
Impact Partnership Wealth
Georgia
$7.17K +$7.17K +382 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.91K +$1.35K +72 +240%
TWC
72
TD Waterhouse Canada
Ontario, Canada
$1.28K +$1.28K +52 New
Wells Fargo
73
Wells Fargo
California
$3 -$71.7K -3,512 Closed
BCM
74
Brookstone Capital Management
Illinois
– -$54M -2,596,823 Closed
CWG
75
Cornerstone Wealth Group
North Carolina
– -$9.17M -449,268 Closed
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