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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

36 hedge funds and large institutions have $76.1M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$12.8M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2M
3
NA
3
NewEdge Advisors
Louisiana
$1.76M
4
KAS
4
Kestra Advisory Services
Texas
$365K
5
APA
5
American Portfolios Advisors
New York
$3.38M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SAG
4
Spotlight Asset Group
Illinois
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2M 1,427,741 +38,079 +3%
TWM
2
TMD Wealth Management
Arizona
$12.8M 669,195 +669,195 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.77M 302,656 -174,305 -37%
TI
4
Tidal Investments
Wisconsin
$3.97M 207,855 +757 +0.4%
APA
5
American Portfolios Advisors
New York
$3.38M 177,186 +18,762 +12%
ACM
6
Adalta Capital Management
New York
$2.35M 123,007 +17,635 +17%
GIA
7
Gladstone Institutional Advisory
Florida
$2.21M 115,660 +9,895 +9%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$2.07M 108,369 -110,264 -50%
NA
9
NewEdge Advisors
Louisiana
$1.76M 92,308 +30,335 +49%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.71M 89,609 +17,866 +25%
SC
11
Scotia Capital
Ontario, Canada
$1.56M 81,709 -91,712 -53%
KWM
12
Kingsview Wealth Management
Oregon
$1.35M 70,549 +5,080 +8%
T
13
TRUADVICE
Florida
$1.05M 53,774 +17,650 +49%
CFGS
14
Concourse Financial Group Securities
Alabama
$1M 52,626 +8,830 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$927K 48,604 +13,848 +40%
MML Investors Services
16
MML Investors Services
Massachusetts
$902K 47,262 +14,054 +42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$792K 41,498 +16,511 +66%
AIL
18
AGF Investments LLC
Ontario, Canada
$690K 36,174 +15,101 +72%
LPL Financial
19
LPL Financial
California
$676K 35,426 -37,919 -52%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$605K 31,753 -17,833 -36%
IA
21
IFP Advisors
Florida
$553K 29,021 -948 -3%
PCP
22
Proficio Capital Partners
Massachusetts
$490K 25,700 -152,605 -86%
CFG
23
Cooper Financial Group
California
$378K 19,813 -8,925 -31%
KAS
24
Kestra Advisory Services
Texas
$365K 19,074 +19,074 New
MFG
25
Merit Financial Group
Georgia
$300K 15,706 +15,706 New
1
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