BTAL icon

AGF US Market Neutral Anti-Beta Fund
BTAL

Overview Fund Activity

61 hedge funds and large institutions have $141M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
61
Holders Change
-14
Holders Change %
-18.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
20
Reduced
29
Closed
21
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$7K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.93M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$4.43M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$2.92M
4
TA
4
Tactive Advisors
Florida
$12.6M
5
LPL Financial
5
LPL Financial
California
$6.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.39M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.59M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M
4
AC
4
Avestar Capital
New York
$2.49M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$543K
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4M 2,408,426 +5,504 +0.2%
TA
2
Tactive Advisors
Florida
$12.6M 701,236 +104,382 +17%
OIA
3
OneDigital Investment Advisors
Kansas
$11.5M 636,189 +665 +0.1%
TWM
4
TMD Wealth Management
Arizona
$8.46M 469,687 -54,617 -10%
FGA
5
Fortis Group Advisors
New Jersey
$6.74M 374,029 -8,955 -2%
LPL Financial
6
LPL Financial
California
$6.72M 373,220 +75,041 +25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.93M 273,614 +212,288 +346%
FHA
8
Flagship Harbor Advisors
Massachusetts
$4.43M 246,143 +209,643 +574%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.87M 214,836 -12,331 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.77M 209,431 +68,073 +48%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.59M 199,365 -172,551 -46%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.5M 193,984 +20,704 +12%
BRWA
13
B. Riley Wealth Advisors
Florida
$2.92M 146,795 +146,795 New
AC
14
Avestar Capital
New York
$2.49M 137,996 -133,756 -49%
AssetMark Inc
15
AssetMark Inc
California
$2.31M 128,032 -7,836 -6%
AWM
16
AE Wealth Management
Kansas
$2.03M 112,943 -2,062 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.73M 95,781 -151,644 -61%
Jane Street
18
Jane Street
New York
$1.39M 77,007 -207,426 -73%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.3M 72,167 +72,167 New
EAM
20
Empirical Asset Management
Massachusetts
$1.28M 71,201 +4,739 +7%
BCM
21
Beaumont Capital Management
Massachusetts
$1.26M 69,891 -2,671 -4%
CWM
22
Cedar Wealth Management
California
$1.06M 58,914 -150 -0.3%
TI
23
Tidal Investments
Wisconsin
$916K 50,827 -4,206 -8%
GWM
24
Geneos Wealth Management
Colorado
$788K 43,750 +2,364 +6%
WAM
25
Worth Asset Management
Texas
$719K 39,913 -11,681 -23%
1
2 3 4