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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

76 hedge funds and large institutions have $210M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 17 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
26
Reduced
24
Closed
17
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.9M
4
AC
4
Avestar Capital
New York
$4.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.17M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$200K
2
PFA
2
Peak Financial Advisors
Colorado
$0
3
TWM
3
TMD Wealth Management
Arizona
$11.1M
4
APA
4
Astoria Portfolio Advisors
New York
$4.02M
5
LPL Financial
5
LPL Financial
California
$9.41M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9M 2,413,493 +2,412,943 +438,717%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.3M 1,474,143 +836,300 +131%
Stifel Financial
3
Stifel Financial
Missouri
$11.9M 597,352 +547,160 +1,090%
TWM
4
TMD Wealth Management
Arizona
$11.1M 558,069 -220,293 -28%
LPL Financial
5
LPL Financial
California
$9.41M 473,653 -65,660 -12%
EFG
6
Ethos Financial Group
Pennsylvania
$8.52M 429,110 +5,588 +1%
FGA
7
Fortis Group Advisors
New Jersey
$7.81M 382,984 +112,326 +42%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.81M 393,198 +124,693 +46%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$5.33M 268,205 +4,163 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.17M 260,360 +187,348 +257%
DAS
11
Dynamic Advisor Solutions
Arizona
$4.6M 231,713 +30,561 +15%
AC
12
Avestar Capital
New York
$4.28M 215,575 +215,575 New
TC
13
TAP Consulting
Missouri
$4.26M 214,513 +39,998 +23%
APA
14
Astoria Portfolio Advisors
New York
$4.02M 190,563 -103,496 -35%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.39M 170,570 -16,938 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.29M 165,690 +30,502 +23%
BRWA
17
B. Riley Wealth Advisors
Florida
$2.92M 146,795 +89,246 +155%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.7M 136,188 +16,585 +14%
AWM
19
AE Wealth Management
Kansas
$2.63M 132,194 -33,479 -20%
AssetMark Inc
20
AssetMark Inc
California
$2.56M 128,747 +128,747 New
WA
21
WESPAC Advisors
California
$1.99M 100,405 -321 -0.3%
WP
22
WealthSource Partners
California
$1.8M 90,598 +39 +0%
Millennium Management
23
Millennium Management
New York
$1.62M 81,353 +81,353 New
AA
24
AlphaQ Advisors
Florida
$1.57M 79,182 -28,645 -27%
EAM
25
Empirical Asset Management
Massachusetts
$1.37M 69,104 +52 +0.1%
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