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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

75 hedge funds and large institutions have $147M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
17
Reduced
28
Closed
25
Calls
$4K
Puts
$9K
Net Calls
-$5K
Net Calls Change
-$9K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$10.8M
2
TA
2
Tactive Advisors
Florida
$10.1M
3
Jane Street
3
Jane Street
New York
$4.82M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
EFG
3
Ethos Financial Group
Pennsylvania
$338K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$654K
Name Market Value Shares Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$171K 10,060 +10,060 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$156K 8,989 +226 +3%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$98.2K 5,795 +1,406 +32%
Comerica Bank
54
Comerica Bank
Texas
$70.1K 4,137 – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$68K 4,050 -522 -11%
VAG
56
VisionPoint Advisory Group
Texas
$61.6K 3,633 +3,633 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$60.9K 3,591 -808 -18%
VF
58
VitalStone Financial
Texas
$47K 2,795 +2,742 +5,174%
UBS Group
59
UBS Group
Switzerland
$39.7K 2,341 +2,341 New
ASN
60
Advisory Services Network
Georgia
$35.8K 2,113 -8,639 -80%
Morgan Stanley
61
Morgan Stanley
New York
$26.4K 1,556 +1,556 New
TWC
62
TD Waterhouse Canada
Ontario, Canada
$15.2K 855 +799 +1,427%
Toronto Dominion Bank
63
Toronto Dominion Bank
Ontario, Canada
$14.7K 868 +868 New
SWM
64
Spire Wealth Management
Virginia
$9.1K 500 – –
PTC
65
Private Trust Company
Ohio
$6.88K 406 +406 New
GRP
66
Global Retirement Partners
California
$3.86K 211 +53 +34%
Wells Fargo
67
Wells Fargo
California
$3.85K 227 +227 New
HI
68
Harbour Investments
Wisconsin
$3.41K 201 +201 New
Simplex Trading
69
Simplex Trading
Illinois
$1K 78 +78 New
SAM
70
Smartleaf Asset Management
Massachusetts
$965 58 +58 New
AAP
71
Arax Advisory Partners
Colorado
$204 12 +12 New
CP
72
Castleview Partners
Texas
$85 5 +5 New
TFG
73
Team Financial Group
California
$34 2 – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$17 1 +1 New
CAM
75
Creekmur Asset Management
Illinois
$8 1 +1 New
1 2
3
4 5