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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

25 hedge funds and large institutions have $69M invested in AGF US Market Neutral Anti-Beta Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$2.53M
2
APA
2
Astoria Portfolio Advisors
New York
$2.42M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$3.9M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$1.89M
5
TWM
5
TMD Wealth Management
Arizona
$18.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$141K
3
IA
3
IFP Advisors
Florida
$235K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
PFS
5
Prospera Financial Services
Texas
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.6M 1,719,592 +78,593 +5%
TWM
2
TMD Wealth Management
Arizona
$18.7M 1,049,218 +79,201 +8%
APA
3
American Portfolios Advisors
New York
$4.68M 263,302 +37,397 +17%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$3.9M 219,192 +119,080 +119%
FEG
5
Financial Enhancement Group
Indiana
$2.53M 142,121 +142,121 New
APA
6
Astoria Portfolio Advisors
New York
$2.42M 136,279 +136,279 New
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$1.89M 106,493 +106,493 New
TI
8
Tidal Investments
Wisconsin
$1.35M 75,895 +12,581 +20%
LA
9
Latitude Advisors
Florida
$733K 41,200 -912 -2%
EAM
10
Empirical Asset Management
Massachusetts
$644K 36,243 +36,243 New
T
11
TRUADVICE
Florida
$391K 21,399 +530 +3%
PFS
12
Prospera Financial Services
Texas
$245K 13,755 -1,881 -12%
IA
13
IFP Advisors
Florida
$235K 13,019 -11,502 -47%
OPA
14
Old Port Advisors
Maine
$229K 12,639 -200 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$141K 7,929 -14,180 -64%
BWA
16
BDO Wealth Advisors
Florida
$115K 6,448 -1,863 -22%
AWM
17
Accel Wealth Management
Iowa
$78K 4,370 +4,370 New
AIL
18
AGF Investments LLC
Ontario, Canada
$77K 4,349 +357 +9%
BCM
19
Bourgeon Capital Management
Connecticut
$71K 4,000 +1,700 +74%
AA
20
Ancora Advisors
Ohio
$59K 3,331 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$17K 929 -665 -42%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$4K 199 -174 -47%
RCM
23
Raleigh Capital Management
North Carolina
$4K 340 +340 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -52,260 Closed
NA
25
NewEdge Advisors
Louisiana
– – -10,983 Closed
1
2