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AGF US Market Neutral Anti-Beta Fund
BTAL

Overview Fund Activity

15 hedge funds and large institutions have $28.7M invested in AGF US Market Neutral Anti-Beta Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
5
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$9.55M
2
TA
TMD & Associates
Arizona
+$8.58M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.91M
4
MC
Moors & Cabot
Massachusetts
+$411K
5
DAS
Dynamic Advisor Solutions
Arizona
+$406K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.14M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.98M
3
AG
Advisor Group
Arizona
-$550K
4
KWM
Kingsview Wealth Management
Oregon
-$510K
5
TI
Tidal Investments
Wisconsin
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$10.2M +$9.55M +442,935 +1,571%
TA
2
TMD & Associates
Arizona
$8.58M +$8.58M +397,963 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.91M +$3.91M +181,474 New
DAS
4
Dynamic Advisor Solutions
Arizona
$2.02M +$406K +18,823 +25%
TI
5
Tidal Investments
Wisconsin
$1.39M -$112K -5,214 -7%
KWM
6
Kingsview Wealth Management
Oregon
$1.18M -$510K -23,651 -30%
MC
7
Moors & Cabot
Massachusetts
$411K +$411K +19,000 New
LPL Financial
8
LPL Financial
California
$308K +$2.69K +125 +0.9%
SS
9
Simplicity Solutions
Minnesota
$249K +$249K +11,530 New
AWM
10
AE Wealth Management
Kansas
$249K +$249K +11,530 New
AIL
11
AGF Investments LLC
Ontario, Canada
$126K +$3.99K +185 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$64K +$42.3K +1,965 +195%
Bank of America
13
Bank of America
North Carolina
$22K – – –
APA
14
American Portfolios Advisors
New York
$3.86K – – –
PA
15
Parallel Advisors
California
$2K -$1.83K -65 -48%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
– -$4.14M -187,086 Closed
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
– -$2.98M -134,736 Closed
AG
18
Advisor Group
Arizona
– -$550K -24,874 Closed