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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

30 hedge funds and large institutions have $35.6M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
5
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.27M
2
SC
Scotia Capital
Ontario, Canada
+$2.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.34M
4
ACM
Adalta Capital Management
New York
+$1.09M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$793K

Top Sellers

1
IAN
Integrated Advisors Network
Texas
-$4.22M
2
DAS
Dynamic Advisor Solutions
Arizona
-$3.37M
3
FEG
Financial Enhancement Group
Indiana
-$2.48M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.44M
5
Ameriprise
Ameriprise
Minnesota
-$861K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$12.7M +$12.7M +495,216 New
APA
2
American Portfolios Advisors
New York
$3.57M +$35.2K +1,369 +1%
LPL Financial
3
LPL Financial
California
$2.76M +$465K +18,095 +20%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.63M +$2.27M +88,426 +633%
SC
5
Scotia Capital
Ontario, Canada
$2.07M +$2.07M +80,620 New
FAAS
6
First Allied Advisory Services
California
$1.89M +$351K +13,650 +23%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.75M +$793K +30,623 +82%
KWM
8
Kingsview Wealth Management
Oregon
$1.36M -$671K -26,138 -33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.34M +$1.34M +52,341 New
DAS
10
Dynamic Advisor Solutions
Arizona
$1.28M -$3.37M -131,257 -72%
ACM
11
Adalta Capital Management
New York
$1.09M +$1.09M +42,550 New
AWM
12
AE Wealth Management
Kansas
$502K +$502K +19,548 New
FIG
13
FundX Investment Group
California
$385K +$385K +15,000 New
SW
14
SkyOak Wealth
Michigan
$370K +$370K +14,389 New
SS
15
Simplicity Solutions
Minnesota
$352K +$352K +13,719 New
WC
16
Waterloo Capital
Texas
$315K +$315K +12,280 New
IA
17
IFP Advisors
Florida
$247K -$826K -32,747 -77%
MC
18
Moors & Cabot
Massachusetts
$231K +$231K +9,000 New
NA
19
NewEdge Advisors
Louisiana
$217K +$217K +8,444 New
OPA
20
Old Port Advisors
Maine
$215K +$215K +8,354 New
OPS
21
Orion Portfolio Solutions
Nebraska
$129K +$129K +5,015 New
AIL
22
AGF Investments LLC
Ontario, Canada
$71K -$598K -23,314 -89%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31K -$57.1K -2,200 -65%
ASN
24
Advisory Services Network
Georgia
$23K +$23K +900 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +414 New
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