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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

80 hedge funds and large institutions have $236M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
25
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$57.4M
2
EFG
2
Ethos Financial Group
Pennsylvania
$13M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
TF
4
Trek Financial
Arizona
$5.02M
5
MWM
5
Moran Wealth Management
Florida
$3.75M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$69K
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.14M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$7.42K 350 +327 +1,422%
Bank of America
77
Bank of America
North Carolina
$5.07K 239 – –
UBS Group
78
UBS Group
Switzerland
$3.25K 153 -27,960 -99%
CP
79
Castleview Partners
Texas
$466 22 +22 New
Morgan Stanley
80
Morgan Stanley
New York
$318 15 +15 New
CWG
81
Cornerstone Wealth Group
North Carolina
– – -412,105 Closed
SC
82
Scotia Capital
Ontario, Canada
– – -206,439 Closed
Jane Street
83
Jane Street
New York
– – -163,013 Closed
BRWA
84
B. Riley Wealth Advisors
Florida
– – -124,771 Closed
AWS
85
Atria Wealth Solutions
New York
– – -20,239 Closed
BWM
86
BlackDiamond Wealth Management
New York
– – -16,930 Closed
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
– – -16,196 Closed
ACM
88
Adalta Capital Management
New York
– – -15,500 Closed
LFAS
89
Level Four Advisory Services
Texas
– – -13,000 Closed
LA
90
Latitude Advisors
Florida
– – -12,434 Closed
HIC
91
Hartline Investment Corp
Illinois
– – -12,434 Closed
AR
92
Apeiron RIA
Texas
– – -9,825 Closed
CWC
93
Carolinas Wealth Consulting
North Carolina
– – -990 Closed
SL
94
Savior LLC
Massachusetts
– – -955 Closed
RCM
95
Raleigh Capital Management
North Carolina
– – -150 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
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