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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

70 hedge funds and large institutions have $272M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
35
Reduced
11
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$5K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$35.9M
2
Jane Street
Jane Street
New York
+$13.3M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.25M
5
LPL Financial
LPL Financial
California
+$6.12M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
-$88.7M
2
AssetMark Inc
AssetMark Inc
California
-$4.22M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.2M
4
BCM
Beaumont Capital Management
Massachusetts
-$2.46M
5
CWM
Cedar Wealth Management
California
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
51
Reyes Financial Architecture
California
$286K -$1.3M -62,538 -82%
IIA
52
IPG Investment Advisors
California
$255K – – –
CFG
53
Cooper Financial Group
California
$238K -$16.6K -798 -7%
FFA
54
Farther Finance Advisors
California
$189K +$189K +9,116 New
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$143K +$48.9K +2,347 +52%
GAG
56
Goodman Advisory Group
Massachusetts
$120K +$120K +5,755 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$104K +$64.3K +3,092 +161%
SIS
58
Sound Income Strategies
Florida
$84.3K +$84.3K +4,043 New
PTC
59
Private Trust Company
Ohio
$76.9K +$76.9K +3,689 New
SPIA
60
Steward Partners Investment Advisory
New York
$59K -$24.2K -1,162 -29%
GWM
61
Geneos Wealth Management
Colorado
$52K +$52K +2,494 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +825 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$12.6K +$7.65K +367 +154%
AssetMark Inc
64
AssetMark Inc
California
$12.4K -$4.22M -202,726 -100%
TRCT
65
Tower Research Capital (TRC)
New York
$10K +$10K +480 New
RCA
66
Runnymede Capital Advisors
Ohio
$5.92K +$5.92K +284 New
T
67
Transce3nd
Texas
$4.23K – – –
SAM
68
Smartleaf Asset Management
Massachusetts
$1.8K – – –
VWWMG
69
Vermillion & White Wealth Management Group
Pennsylvania
$404 -$79.4K -3,732 -99%
Wells Fargo
70
Wells Fargo
California
$13 +$13 +1 New
CAM
71
Creekmur Asset Management
Illinois
$10 -$9 – –
TAF
72
Tredje AP-fonden
Sweden
– -$88.7M -4,800,000 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
– -$4.2M -227,405 Closed
BCM
74
Beaumont Capital Management
Massachusetts
– -$2.46M -133,215 Closed
CWM
75
Cedar Wealth Management
California
– -$1.69M -91,441 Closed
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