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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

76 hedge funds and large institutions have $210M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 17 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
26
Reduced
24
Closed
17
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.9M
4
AC
4
Avestar Capital
New York
$4.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.17M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$200K
2
PFA
2
Peak Financial Advisors
Colorado
$0
3
TWM
3
TMD Wealth Management
Arizona
$11.1M
4
APA
4
Astoria Portfolio Advisors
New York
$4.02M
5
LPL Financial
5
LPL Financial
California
$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BlackDiamond Wealth Management
New York
$331K +$331K +15,713 New
FBT
52
First Bankers Trust
Kentucky
$309K +$309K +15,550 New
NCM
53
NCM Capital Management
New Jersey
$246K -$11.9K -600 -5%
PFA
54
Petra Financial Advisors
Colorado
$241K – – –
PWM
55
Perigon Wealth Management
California
$225K -$1.27M -63,812 -85%
ASN
56
Advisory Services Network
Georgia
$214K -$426K -21,470 -67%
AR
57
Apeiron RIA
Texas
$211K +$10.6K +535 +5%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$206K -$360K -18,658 -64%
KPWS
59
Kestra Private Wealth Services
Texas
$205K -$33.8K -1,701 -14%
LA
60
Latitude Advisors
Florida
$203K -$26.3K -1,324 -11%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$200K -$5.17M -260,877 -96%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$174K -$3.73K -188 -2%
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$90.8K +$90.8K +4,572 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$87.4K -$9.73K -490 -10%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$87.2K +$87.2K +4,389 New
Comerica Bank
66
Comerica Bank
Texas
$82.2K +$82.2K +4,137 New
NA
67
NewEdge Advisors
Louisiana
$50.6K -$876K -44,124 -95%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +748 New
SWM
69
Spire Wealth Management
Virginia
$9.93K – – –
IPW
70
Impact Partnership Wealth
Georgia
$7.59K – – –
WOSD
71
WFA of San Diego
California
$3.87K +$3.87K +195 New
GRP
72
Global Retirement Partners
California
$3.18K +$3.18K +158 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$1.52K +$109 +4 +8%
VF
74
VitalStone Financial
Texas
$1K +$1K +53 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$953 +$953 +48 New
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