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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

68 hedge funds and large institutions have $251M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
16
Reduced
29
Closed
15
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$4K

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$4.43M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.2M
3
CWM
3
Cedar Wealth Management
California
$1.69M
4
RFA
4
Reyes Financial Architecture
California
$1.41M
5
MWM
5
Maridea Wealth Management
New York
$1.23M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.42M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TAF
1
Tredje AP-fonden
Sweden
$88.7M 4,800,000 – –
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.8M 2,369,429 +19,518 +0.8%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$22.5M 1,215,261 -201,677 -14%
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M 687,439 +55,740 +9%
Morgan Stanley
5
Morgan Stanley
New York
$12.1M 653,513 -372 -0.1%
LPL Financial
6
LPL Financial
California
$7.56M 409,208 -41,085 -9%
LFAS
7
Level Four Advisory Services
Texas
$5.92M 320,202 +13,913 +5%
ASN
8
Advisory Services Network
Georgia
$4.43M 239,637 +239,637 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.2M 227,405 +227,405 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.9M 210,888 +6,931 +3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.84M 207,774 -9,208 -4%
AssetMark Inc
12
AssetMark Inc
California
$3.76M 203,323 -12,377 -6%
CFD
13
Creative Financial Designs
Indiana
$3.52M 190,368 +31,742 +20%
SA
14
Sanctuary Advisors
Indiana
$3.45M 190,586 -8,496 -4%
AC
15
Avestar Capital
New York
$3.21M 168,291 -3,039 -2%
AWM
16
AE Wealth Management
Kansas
$2.76M 149,389 +14,374 +11%
BCM
17
Beaumont Capital Management
Massachusetts
$2.46M 133,215 +4,796 +4%
CWM
18
Cedar Wealth Management
California
$1.69M 91,441 +91,441 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.42M 76,961 -1,616,850 -95%
RFA
20
Reyes Financial Architecture
California
$1.41M 76,246 +76,246 New
MWM
21
Maridea Wealth Management
New York
$1.23M 66,427 +66,427 New
AA
22
Armis Advisers
Georgia
$1.19M 64,562 +64,562 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.16M 62,534 -108,976 -64%
Jane Street
24
Jane Street
New York
$1.1M 59,428 -180,520 -75%
RL
25
Retireful LLC
Michigan
$778K 42,125 +42,125 New
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