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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

75 hedge funds and large institutions have $147M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
17
Reduced
28
Closed
25
Calls
$4K
Puts
$9K
Net Calls
-$5K
Net Calls Change
-$9K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$10.8M
2
TA
2
Tactive Advisors
Florida
$10.1M
3
Jane Street
3
Jane Street
New York
$4.82M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
EFG
3
Ethos Financial Group
Pennsylvania
$338K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$654K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
– – -597,352 Closed
BRWA
77
B. Riley Wealth Advisors
Florida
– – -146,795 Closed
WA
78
WESPAC Advisors
California
– – -100,405 Closed
Millennium Management
79
Millennium Management
New York
– – -81,353 Closed
AA
80
AlphaQ Advisors
Florida
– – -79,182 Closed
DWA
81
Delos Wealth Advisors
Texas
– – -71,880 Closed
SAM
82
Simplify Asset Management
Nevada
– – -64,592 Closed
TCM
83
Triumph Capital Management
Colorado
– – -53,591 Closed
MA
84
Mutual Advisors
Nebraska
– – -37,418 Closed
CS
85
Credit Suisse
Switzerland
– – -25,650 Closed
MWM
86
Moulton Wealth Management
Washington
– – -23,138 Closed
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
– – -20,878 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
– – -19,142 Closed
FBT
89
First Bankers Trust
Kentucky
– – -15,550 Closed
NCM
90
NCM Capital Management
New Jersey
– – -12,400 Closed
PFA
91
Petra Financial Advisors
Colorado
– – -12,138 Closed
PWM
92
Perigon Wealth Management
California
– – -11,334 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– – -10,684 Closed
AR
94
Apeiron RIA
Texas
– – -10,607 Closed
LA
95
Latitude Advisors
Florida
– – -10,215 Closed
CIBC World Market
96
CIBC World Market
Ontario, Canada
– – -10,092 Closed
NA
97
NewEdge Advisors
Louisiana
– – -2,547 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
– – -748 Closed
IPW
99
Impact Partnership Wealth
Georgia
– – -382 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
– – -48 Closed
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4
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