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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

40 hedge funds and large institutions have $105M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
12
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M
2
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$11.1M
3
FAAS
3
First Allied Advisory Services
California
$8.34M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.19M
5
SAG
5
Spotlight Asset Group
Illinois
$6.35M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$532K
2
LPL Financial
2
LPL Financial
California
$1.33M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$739K
4
FIG
4
FundX Investment Group
California
$0
5
SW
5
SkyOak Wealth
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M 1,318,152 +1,318,152 New
Osaic Holdings
2
Osaic Holdings
Arizona
$12M 491,099 -4,117 -0.8%
OCPWS
3
One Charles Private Wealth Services
Massachusetts
$11.1M 455,705 +455,705 New
FAAS
4
First Allied Advisory Services
California
$8.34M 342,618 +268,901 +365%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.19M 320,641 +252,898 +373%
SAG
6
Spotlight Asset Group
Illinois
$6.35M 260,984 +260,984 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$3.9M 160,265 +160,265 New
APA
8
American Portfolios Advisors
New York
$3.57M 146,774 +7,940 +6%
SC
9
Scotia Capital
Ontario, Canada
$2.9M 119,209 +38,589 +48%
KWM
10
Kingsview Wealth Management
Oregon
$2.49M 102,377 +49,427 +93%
ACM
11
Adalta Capital Management
New York
$2.07M 84,907 +42,357 +100%
LPL Financial
12
LPL Financial
California
$1.33M 54,547 -52,917 -49%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.16M 47,480 -4,861 -9%
CWM
14
Cornerstone Wealth Management
Missouri
$924K 37,972 +37,972 New
CFGS
15
Concourse Financial Group Securities
Alabama
$901K 37,006 +37,006 New
NA
16
NewEdge Advisors
Louisiana
$779K 31,985 +23,541 +279%
DAS
17
Dynamic Advisor Solutions
Arizona
$739K 30,365 -19,568 -39%
IA
18
IFP Advisors
Florida
$627K 25,841 +16,050 +164%
FEG
19
Financial Enhancement Group
Indiana
$612K 25,142 +25,142 New
Citadel Advisors
20
Citadel Advisors
Florida
$598K 24,550 +24,550 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$532K 21,839 -80,567 -79%
OC
22
Oppenheimer & Co
New York
$413K 16,969 +16,969 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$412K 16,910 +16,910 New
MML Investors Services
24
MML Investors Services
Massachusetts
$381K 15,649 +15,649 New
CFG
25
Cooper Financial Group
California
$362K 14,859 +14,859 New
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