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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

80 hedge funds and large institutions have $236M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
25
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$57.4M
2
EFG
2
Ethos Financial Group
Pennsylvania
$13M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
TF
4
Trek Financial
Arizona
$5.02M
5
MWM
5
Moran Wealth Management
Florida
$3.75M

Top Sellers

1
GAG
1
Goodman Advisory Group
Massachusetts
$69K
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.14M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$57.4M 2,678,124 +1,820,316 +212%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.6M 875,785 -21,066 -2%
TWM
3
TMD Wealth Management
Arizona
$16.1M 756,764 -87,236 -10%
EFG
4
Ethos Financial Group
Pennsylvania
$13M 607,480 +607,480 New
LPL Financial
5
LPL Financial
California
$12.4M 583,197 +288,444 +98%
Stifel Financial
6
Stifel Financial
Missouri
$8.31M 391,695 +35,845 +10%
AFWM
7
AMJ Financial Wealth Management
Virginia
$6.79M 320,321 +7,250 +2%
PFA
8
Peak Financial Advisors
Colorado
$6.35M 299,302 -708 -0.2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$6.14M 285,319 -319,548 -53%
QA
10
Quantitative Advantage
Minnesota
$5.59M 263,389 +10,900 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.25M 247,351 -71,253 -22%
TF
12
Trek Financial
Arizona
$5.02M 236,530 +236,530 New
AWM
13
AE Wealth Management
Kansas
$4.75M 224,131 +30,668 +16%
ACM
14
Arlington Capital Management
Illinois
$4.64M 218,679 +9,536 +5%
APA
15
Astoria Portfolio Advisors
New York
$4.23M 209,261 +64,871 +45%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.17M 196,755 -84,000 -30%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$3.77M 177,575 +26,875 +18%
MWM
18
Moran Wealth Management
Florida
$3.75M 176,605 +176,605 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$3.6M 169,880 +63,262 +59%
RJA
20
Raymond James & Associates
Florida
$3.41M 160,822 +33,232 +26%
WAM
21
Worth Asset Management
Texas
$3.33M 157,093 +72,045 +85%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.18M 149,802 +72,261 +93%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.65M 125,034 +72,812 +139%
CA
24
CoreCap Advisors
Michigan
$2.43M 114,771 -1,989 -2%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$2.4M 112,956 -38,689 -26%
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