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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

72 hedge funds and large institutions have $128M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 29 closing their positions.

Holders
72
Holders Change
-17
Holders Change %
-19.1%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
15
Increased
24
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.95M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.08M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$3.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.52M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$10.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$942K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
– -$4.41M -216,006 Closed
AFWM
77
AMJ Financial Wealth Management
Virginia
– -$3.42M -167,554 Closed
MWM
78
Moran Wealth Management
Florida
– -$2.77M -135,938 Closed
FANJ
79
Financial Architects (New Jersey)
New Jersey
– -$2.5M -122,373 Closed
FHA
80
Flagship Harbor Advisors
Massachusetts
– -$1.2M -58,904 Closed
Goldman Sachs
81
Goldman Sachs
New York
– -$1.04M -51,103 Closed
MWM
82
MBE Wealth Management
Wisconsin
– -$530K -25,978 Closed
LMKC
83
L.M. Kohn & Company
Ohio
– -$448K -21,975 Closed
WF
84
Wayfinding Financial
Washington
– -$447K -21,949 Closed
CL
85
Choreo LLC
Illinois
– -$442K -21,668 Closed
OC
86
Oppenheimer & Co
New York
– -$398K -19,527 Closed
IWC
87
Integrated Wealth Concepts
Massachusetts
– -$331K -16,217 Closed
CFA
88
Camarda Financial Advisors
Florida
– -$300K -14,703 Closed
DWM
89
Darwin Wealth Management
Florida
– -$298K -14,327 Closed
AWM
90
Axxcess Wealth Management
California
– -$275K -13,462 Closed
AWA
91
Arkadios Wealth Advisors
Georgia
– -$246K -12,075 Closed
Vontobel Holding
92
Vontobel Holding
Switzerland
– -$246K -12,051 Closed
BAM
93
Belpointe Asset Management
Nevada
– -$128K -6,280 Closed
AWM
94
Accel Wealth Management
Iowa
– -$89.1K -4,370 Closed
FWM
95
Focused Wealth Management
New York
– -$65.3K -3,200 Closed
CTC
96
Central Trust Company
Missouri
– -$16.4K -804 Closed
AWM
97
Avior Wealth Management
Nebraska
– -$13.8K -677 Closed
CWC
98
Carolinas Wealth Consulting
North Carolina
– -$9.73K -477 Closed
JIR
99
James Investment Research
Ohio
– -$7K -334 Closed
Bank of America
100
Bank of America
North Carolina
– -$5K -245 Closed
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