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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

74 hedge funds and large institutions have $184M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 20 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
18
Reduced
25
Closed
20
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.4M
2
TA
2
Tactive Advisors
Florida
$7.23M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.21M
4
WIA
4
Wealthedge Investment Advisors
New York
$2.18M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$1.84M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$801K
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$15.4M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$242K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
– – -700,000 Closed
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
– – -338,781 Closed
FGA
78
Fortis Group Advisors
New Jersey
– – -307,987 Closed
ASN
79
Advisory Services Network
Georgia
– – -281,847 Closed
APA
80
Astoria Portfolio Advisors
New York
– – -93,955 Closed
GM
81
GeoWealth Management
Illinois
– – -90,615 Closed
MA
82
Mutual Advisors
Nebraska
– – -42,998 Closed
PAG
83
Private Advisor Group
New Jersey
– – -38,338 Closed
DFP
84
Defined Financial Planning
California
– – -30,581 Closed
TCM
85
Triumph Capital Management
Colorado
– – -26,738 Closed
AWS
86
Atria Wealth Solutions
New York
– – -15,297 Closed
Goldman Sachs
87
Goldman Sachs
New York
– – -14,446 Closed
CFA
88
Camarda Financial Advisors
Florida
– – -13,731 Closed
GAG
89
Goodman Advisory Group
Massachusetts
– – -5,755 Closed
PTC
90
Private Trust Company
Ohio
– – -3,689 Closed
SPIA
91
Steward Partners Investment Advisory
New York
– – -2,830 Closed
GWM
92
Geneos Wealth Management
Colorado
– – -2,494 Closed
TRCT
93
Tower Research Capital (TRC)
New York
– – -480 Closed
RCA
94
Runnymede Capital Advisors
Ohio
– – -284 Closed
Wells Fargo
95
Wells Fargo
California
– – -1 Closed
FHA
96
First Horizon Advisors
Tennessee
– – – –
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