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AGF US Market Neutral Anti-Beta Fund

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
Reyes Financial Architecture
California
$286K
IIA
52
IPG Investment Advisors
California
$255K
CFG
53
Cooper Financial Group
California
$238K
FFA
54
Farther Finance Advisors
California
$189K
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$143K
GAG
56
Goodman Advisory Group
Massachusetts
$120K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$104K
SIS
58
Sound Income Strategies
Florida
$84.3K
PTC
59
Private Trust Company
Ohio
$76.9K
SPIA
60
Steward Partners Investment Advisory
New York
$59K
GWM
61
Geneos Wealth Management
Colorado
$52K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$17K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$12.6K
AssetMark Inc
64
AssetMark Inc
California
$12.4K
TRCT
65
Tower Research Capital (TRC)
New York
$10K
RCA
66
Runnymede Capital Advisors
Ohio
$5.92K
T
67
Transce3nd
Texas
$4.23K
SAM
68
Smartleaf Asset Management
Massachusetts
$1.79K
VWWMG
69
Vermillion & White Wealth Management Group
Pennsylvania
$404
Wells Fargo
70
Wells Fargo
California
$13
CAM
71
Creekmur Asset Management
Illinois
$10
TAF
72
Tredje AP-fonden
Sweden
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
BCM
74
Beaumont Capital Management
Massachusetts
CWM
75
Cedar Wealth Management
California