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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

72 hedge funds and large institutions have $128M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 29 closing their positions.

Holders
72
Holders Change
-17
Holders Change %
-19.1%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
15
Increased
24
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.95M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.08M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$3.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.52M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$10.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$942K
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$14.6M 778,362 -7,231 -0.9%
Osaic Holdings
2
Osaic Holdings
Arizona
$12M 637,843 -493,319 -44%
LPL Financial
3
LPL Financial
California
$10.1M 539,313 -530,251 -50%
EFG
4
Ethos Financial Group
Pennsylvania
$8.64M 423,522 – –
APA
5
Astoria Portfolio Advisors
New York
$5.26M 294,059 +17,721 +6%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$5.08M 270,969 +225,076 +490%
FGA
7
Fortis Group Advisors
New Jersey
$5.08M 270,658 -181,672 -40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.04M 268,505 -4,031 -1%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.95M 264,042 +264,042 New
PFA
10
Peak Financial Advisors
Colorado
$4.91M 261,696 -21,357 -8%
DAS
11
Dynamic Advisor Solutions
Arizona
$3.77M 201,152 +160,909 +400%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.52M 187,508 +56,911 +44%
TC
13
TAP Consulting
Missouri
$3.27M 174,515 -5,621 -3%
AWM
14
AE Wealth Management
Kansas
$3.11M 165,673 -32,349 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.54M 135,188 +16,469 +14%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.24M 119,603 -40,223 -25%
AA
17
AlphaQ Advisors
Florida
$2.02M 107,827 +4,300 +4%
WA
18
WESPAC Advisors
California
$1.89M 100,726 -3,664 -4%
WP
19
WealthSource Partners
California
$1.7M 90,559 -3,737 -4%
TI
20
Tidal Investments
Wisconsin
$1.63M 86,601 +11,887 +16%
PWM
21
Perigon Wealth Management
California
$1.41M 75,146 +3,464 +5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.37M 73,012 +73,012 New
DWA
23
Delos Wealth Advisors
Texas
$1.37M 72,966 +3,490 +5%
EAM
24
Empirical Asset Management
Massachusetts
$1.3M 69,052 +2,904 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.13M 60,156 -1,907 -3%
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