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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

75 hedge funds and large institutions have $147M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
17
Reduced
28
Closed
25
Calls
$4K
Puts
$9K
Net Calls
-$5K
Net Calls Change
-$9K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$10.8M
2
TA
2
Tactive Advisors
Florida
$10.1M
3
Jane Street
3
Jane Street
New York
$4.82M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
EFG
3
Ethos Financial Group
Pennsylvania
$338K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$654K
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.7M 2,402,922 -10,571 -0.4%
OIA
2
OneDigital Investment Advisors
Kansas
$10.8M 635,524 +635,524 New
TA
3
Tactive Advisors
Florida
$10.1M 596,854 +596,854 New
TWM
4
TMD Wealth Management
Arizona
$8.89M 524,304 -33,765 -6%
FGA
5
Fortis Group Advisors
New Jersey
$7.81M 382,984 – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.3M 371,916 +206,226 +124%
LPL Financial
7
LPL Financial
California
$5.05M 298,179 -175,474 -37%
AC
8
Avestar Capital
New York
$4.89M 271,752 +56,177 +26%
Jane Street
9
Jane Street
New York
$4.82M 284,433 +284,433 New
Osaic Holdings
10
Osaic Holdings
Arizona
$4.19M 247,425 -1,226,718 -83%
HGA
11
Hobbs Group Advisors
South Carolina
$4.12M 243,081 +243,081 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.85M 227,167 -41,038 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.94M 173,280 -219,918 -56%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.47M 145,944 +9,756 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.4M 141,358 -29,212 -17%
AssetMark Inc
16
AssetMark Inc
California
$2.3M 135,868 +7,121 +6%
AWM
17
AE Wealth Management
Kansas
$2.08M 115,005 -17,189 -13%
PAG
18
Private Advisor Group
New Jersey
$1.6M 94,363 +56,855 +152%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.54M 90,773 +90,773 New
WP
20
WealthSource Partners
California
$1.53M 90,247 -351 -0.4%
BCM
21
Beaumont Capital Management
Massachusetts
$1.23M 72,562 +7,065 +11%
VWWMG
22
Vermillion & White Wealth Management Group
Pennsylvania
$1.19M 70,189 +70,189 New
EAM
23
Empirical Asset Management
Massachusetts
$1.13M 66,462 -2,642 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.04M 61,326 -199,034 -76%
CWM
25
Cedar Wealth Management
California
$1M 59,064 +18,047 +44%
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