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AGF US Market Neutral Anti-Beta Fund

87 hedge funds and large institutions have $270M invested in AGF US Market Neutral Anti-Beta Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

55% more capital invested

Capital invested by funds: $175M → $270M (+$95.3M)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8187 (+6)

5.34% more ownership

Funds ownership: 57.59%62.93% (+5.3%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
36
Reduced
24
Closed
11
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$411K -$109K -7,774 -21%
AFP
52
Ausdal Financial Partners
Iowa
$402K +$75.7K +5,398 +23%
NL
53
NWAM LLC
Washington
$385K -$21K -1,500 -5%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$380K +$142K +10,146 +59%
EFG
55
Ethos Financial Group
Pennsylvania
$371K +$6.58K +469 +2%
WIA
56
Wealthedge Investment Advisors
New York
$348K -$721K -51,443 -67%
MPW
57
Magnolia Private Wealth
Pennsylvania
$310K -$40.3K -2,875 -11%
AWM
58
Able Wealth Management
New Jersey
$296K -$192K -13,691 -39%
ZI
59
ZEGA Investments
Florida
$255K +$256K +18,259 New
SWM
60
Silverlake Wealth Management
Vermont
$248K +$249K +17,758 New
RFG
61
REAP Financial Group
Texas
$234K -$35.7K -2,545 -13%
IWB
62
Innovative Wealth Building
Maryland
$222K +$223K +15,927 New
HIP
63
HUB Investment Partners
Texas
$221K
CMMS
64
Comprehensive Money Management Services
Florida
$211K -$14K -1,000 -6%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$189K +$190K +13,547 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$183K -$21.2K -1,510 -10%
IIA
67
IPG Investment Advisors
California
$164K
WP
68
WealthPLAN Partners
Nebraska
$154K +$155K +11,049 New
JSAM
69
J. Safra Asset Management
New York
$117K +$3.38K +241 +3%
AGA
70
Arkos Global Advisors
Texas
$107K +$107K +7,629 New
SG
71
Sankala Group
Colorado
$68.9K +$44.3K +3,157 +181%
FFA
72
Farther Finance Advisors
California
$62.3K +$50.1K +3,573 +381%
SPIA
73
Steward Partners Investment Advisory
New York
$59K +$1.39K +99 +2%
TCM
74
Triumph Capital Management
Colorado
$54.9K
WOSD
75
WFA of San Diego
California
$14.4K -$2.24K -160 -13%