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AGF US Market Neutral Anti-Beta Fund

78 hedge funds and large institutions have $217M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

20% less capital invested

Capital invested by funds: $272M → $217M (-$55.6M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.4M
Osaic Holdings
3
Osaic Holdings
Arizona
$30.4M
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$15.4M
OIA
5
OneDigital Investment Advisors
Kansas
$10.7M
LPL Financial
6
LPL Financial
California
$7.81M
TA
7
Tactive Advisors
Florida
$7.23M
CIBC World Market
8
CIBC World Market
Ontario, Canada
$7.21M
HighTower Advisors
9
HighTower Advisors
Illinois
$7.16M
LFAS
10
Level Four Advisory Services
Texas
$6.19M
AWM
11
AE Wealth Management
Kansas
$4.14M
CFD
12
Creative Financial Designs
Indiana
$3.87M
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.54M
PCA
14
PMV Capital Advisers
Texas
$2.68M
AC
15
Avestar Capital
New York
$2.33M
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.26M
WIA
17
Wealthedge Investment Advisors
New York
$2.18M
TWC
18
TD Waterhouse Canada
Ontario, Canada
$1.84M
APW
19
Axim Planning & Wealth
Ohio
$1.69M
Renaissance Technologies
20
Renaissance Technologies
New York
$1.52M
DAS
21
Dynamic Advisor Solutions
Arizona
$1.4M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.27M
MPW
23
Magnolia Private Wealth
Pennsylvania
$1.21M
AIM
24
Advyzon Investment Management
Illinois
$1.02M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$992K