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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

58 hedge funds and large institutions have $166M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$24.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.8M
3
Jane Street
3
Jane Street
New York
$10.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.26M
5
CFD
5
Creative Financial Designs
Indiana
$2.86M

Top Sellers

1
FGA
1
Fortis Group Advisors
New Jersey
$924K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$244K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$916K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6M 2,373,314 -35,112 -1%
TWM
2
TMD Wealth Management
Arizona
$24.7M 1,257,820 +788,133 +168%
OIA
3
OneDigital Investment Advisors
Kansas
$13.6M 695,614 +59,425 +9%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M 653,839 +648,030 +11,156%
Jane Street
5
Jane Street
New York
$10.6M 540,928 +463,921 +602%
LPL Financial
6
LPL Financial
California
$7.28M 371,199 -2,021 -0.5%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$4.3M 219,396 +4,560 +2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$4.26M 215,885 +205,690 +2,018%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.21M 214,394 +4,963 +2%
AC
10
Avestar Capital
New York
$3.47M 176,870 +38,874 +28%
CFD
11
Creative Financial Designs
Indiana
$2.86M 145,838 +145,838 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.8M 142,762 +70,595 +98%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.71M 138,070 -61,295 -31%
HGA
14
Hobbs Group Advisors
South Carolina
$2.58M 131,392 +131,392 New
AWM
15
AE Wealth Management
Kansas
$2.19M 111,866 -1,077 -1%
AssetMark Inc
16
AssetMark Inc
California
$2.15M 109,358 -18,674 -15%
Osaic Holdings
17
Osaic Holdings
Arizona
$2M 101,761 +5,980 +6%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.67M 85,136 +81,868 +2,505%
BCM
19
Beaumont Capital Management
Massachusetts
$1.28M 64,998 -4,893 -7%
CWM
20
Cedar Wealth Management
California
$1.16M 58,914 – –
VF
21
VitalStone Financial
Texas
$1.13M 57,450 +29,969 +109%
EAM
22
Empirical Asset Management
Massachusetts
$1.02M 51,740 -19,461 -27%
TI
23
Tidal Investments
Wisconsin
$955K 48,664 -2,163 -4%
FGA
24
Fortis Group Advisors
New Jersey
$924K 47,098 -326,931 -87%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$916K 46,703 -147,281 -76%
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