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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

89 hedge funds and large institutions have $243M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
30
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.8M
2
FGA
2
Fortis Group Advisors
New Jersey
$9.48M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$9.17M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.1M
5
TC
5
TAP Consulting
Missouri
$3.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.68M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.64M
5
TF
5
Trek Financial
Arizona
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$54M 2,596,823 -81,301 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$23.1M 1,131,162 +255,377 +29%
LPL Financial
3
LPL Financial
California
$21.8M 1,069,564 +486,367 +83%
TWM
4
TMD Wealth Management
Arizona
$16M 785,593 +28,829 +4%
FGA
5
Fortis Group Advisors
New Jersey
$9.48M 452,330 +452,330 New
CWG
6
Cornerstone Wealth Group
North Carolina
$9.17M 449,268 +449,268 New
EFG
7
Ethos Financial Group
Pennsylvania
$8.64M 423,522 -183,958 -30%
Stifel Financial
8
Stifel Financial
Missouri
$7.62M 373,703 -17,992 -5%
PFA
9
Peak Financial Advisors
Colorado
$5.77M 283,053 -16,249 -5%
APA
10
Astoria Portfolio Advisors
New York
$5.69M 276,338 +67,077 +32%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.56M 272,536 +75,781 +39%
QA
12
Quantitative Advantage
Minnesota
$5.41M 265,275 +1,886 +0.7%
RJA
13
Raymond James & Associates
Florida
$4.41M 216,006 +55,184 +34%
AWM
14
AE Wealth Management
Kansas
$4.04M 198,022 -26,109 -12%
TC
15
TAP Consulting
Missouri
$3.67M 180,136 +180,136 New
AFWM
16
AMJ Financial Wealth Management
Virginia
$3.42M 167,554 -152,767 -48%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.26M 159,826 +80,712 +102%
MWM
18
Moran Wealth Management
Florida
$2.77M 135,938 -40,667 -23%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$2.5M 122,373 -55,202 -31%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.42M 118,719 +59,152 +99%
WAM
21
Worth Asset Management
Texas
$2.27M 111,257 -45,836 -29%
WA
22
WESPAC Advisors
California
$2.13M 104,390 +104,390 New
AA
23
AlphaQ Advisors
Florida
$2.11M 103,527 +103,527 New
WP
24
WealthSource Partners
California
$1.92M 94,296 -5,612 -6%
PAG
25
Private Advisor Group
New Jersey
$1.78M 87,426 +36,596 +72%
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