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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

70 hedge funds and large institutions have $272M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
35
Reduced
11
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$5K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$35.9M
2
Jane Street
Jane Street
New York
+$13.3M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.25M
5
LPL Financial
LPL Financial
California
+$6.12M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
-$88.7M
2
AssetMark Inc
AssetMark Inc
California
-$4.22M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.2M
4
BCM
Beaumont Capital Management
Massachusetts
-$2.46M
5
CWM
Cedar Wealth Management
California
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.7M +$274K +13,163 +0.6%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$37.7M +$12.4M +594,078 +49%
Osaic Holdings
3
Osaic Holdings
Arizona
$37.5M +$35.9M +1,721,874 +2,237%
LPL Financial
4
LPL Financial
California
$14.7M +$6.12M +293,893 +72%
Jane Street
5
Jane Street
New York
$14.6M +$13.3M +640,572 +1,078%
Morgan Stanley
6
Morgan Stanley
New York
$13.8M +$167K +8,001 +1%
OIA
7
OneDigital Investment Advisors
Kansas
$13.5M -$796K -38,219 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.25M +$8.25M +396,056 New
LFAS
9
Level Four Advisory Services
Texas
$7.08M +$412K +19,758 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.06M +$2.67M +127,893 +61%
FGA
11
Fortis Group Advisors
New Jersey
$6.42M +$5.77M +276,707 +885%
ASN
12
Advisory Services Network
Georgia
$5.87M +$880K +42,210 +18%
AFP
13
Ausdal Financial Partners
Iowa
$4.67M +$4.67M +224,257 New
CFD
14
Creative Financial Designs
Indiana
$4.63M +$662K +31,759 +17%
MWM
15
Maridea Wealth Management
New York
$4.62M +$3.23M +155,228 +234%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$4.5M +$168K +8,066 +4%
AWM
17
AE Wealth Management
Kansas
$3.51M +$398K +19,110 +13%
AC
18
Avestar Capital
New York
$2.84M -$670K -32,148 -19%
PCA
19
PMV Capital Advisers
Texas
$2.79M +$2.71M +129,935 +3,447%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.6M +$1.81M +86,745 +229%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.98M +$673K +32,270 +52%
APA
22
Astoria Portfolio Advisors
New York
$1.94M +$1.08M +52,609 +127%
GM
23
GeoWealth Management
Illinois
$1.89M +$1.89M +90,615 New
AA
24
Armis Advisers
Georgia
$1.69M +$345K +16,567 +26%
BAM
25
Belpointe Asset Management
Nevada
$1.58M +$1.58M +75,624 New
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