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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

45 hedge funds and large institutions have $140M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
24
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$18.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.28M
3
TI
3
Tidal Investments
Wisconsin
$4.89M
4
PCP
4
Proficio Capital Partners
Massachusetts
$4.21M
5
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$13.5M

Top Sellers

1
FAAS
1
First Allied Advisory Services
California
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.54M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.8M 1,389,662 +71,510 +5%
FI
2
FormulaFolio Investments
Michigan
$18.2M 769,762 +769,762 New
OCPWS
3
One Charles Private Wealth Services
Massachusetts
$13.5M 572,934 +117,229 +26%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M 476,961 -14,138 -3%
Citadel Advisors
5
Citadel Advisors
Florida
$8.28M 350,804 +326,254 +1,329%
SAG
6
Spotlight Asset Group
Illinois
$6.3M 267,088 +6,104 +2%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$5.16M 218,633 +58,368 +36%
TI
8
Tidal Investments
Wisconsin
$4.89M 207,098 +207,098 New
PCP
9
Proficio Capital Partners
Massachusetts
$4.21M 178,305 +178,305 New
SC
10
Scotia Capital
Ontario, Canada
$4.09M 173,421 +54,212 +45%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$4M 173,397 -147,244 -46%
APA
12
American Portfolios Advisors
New York
$3.74M 158,424 +11,650 +8%
GIA
13
Gladstone Institutional Advisory
Florida
$2.5M 105,765 +97,377 +1,161%
ACM
14
Adalta Capital Management
New York
$2.49M 105,372 +20,465 +24%
LPL Financial
15
LPL Financial
California
$1.73M 73,345 +18,798 +34%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.69M 71,743 +49,904 +229%
KWM
17
Kingsview Wealth Management
Oregon
$1.54M 65,469 -36,908 -36%
NA
18
NewEdge Advisors
Louisiana
$1.46M 61,973 +29,988 +94%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.17M 49,586 +2,106 +4%
CFGS
20
Concourse Financial Group Securities
Alabama
$1.03M 43,796 +6,790 +18%
CWM
21
Cornerstone Wealth Management
Missouri
$946K 40,119 +2,147 +6%
T
22
TRUADVICE
Florida
$825K 36,124 +36,124 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$820K 34,756 +17,846 +106%
MML Investors Services
24
MML Investors Services
Massachusetts
$783K 33,208 +17,559 +112%
IA
25
IFP Advisors
Florida
$709K 29,969 +4,128 +16%
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