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AGF US Market Neutral Anti-Beta Fund

76 hedge funds and large institutions have $187M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
19
Reduced
25
Closed
20
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5M +$354K +19,979 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.4M +$34.4M +1,944,184 +321,353%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$15.4M -$16.6M -938,403 -52%
OIA
4
OneDigital Investment Advisors
Kansas
$10.7M -$807K -45,618 -7%
LPL Financial
5
LPL Financial
California
$7.81M -$4.63M -261,611 -37%
TA
6
Tactive Advisors
Florida
$7.23M +$7.23M +408,446 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$7.21M +$6.85M +387,216 +1,898%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.16M +$152K +8,572 +2%
LFAS
9
Level Four Advisory Services
Texas
$6.19M +$168K +9,515 +3%
AWM
10
AE Wealth Management
Kansas
$4.14M +$1.15M +65,251 +39%
CFD
11
Creative Financial Designs
Indiana
$3.87M -$58.8K -3,322 -1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.54M -$278K -15,697 -7%
PCA
13
PMV Capital Advisers
Texas
$2.68M +$309K +17,455 +13%
AC
14
Avestar Capital
New York
$2.33M -$78.2K -4,418 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.26M +$50.7K +2,864 +2%
WIA
16
Wealthedge Investment Advisors
New York
$2.18M +$2.18M +123,129 New
TWC
17
TD Waterhouse Canada
Ontario, Canada
$1.84M +$1.17M +65,048 +174%
APW
18
Axim Planning & Wealth
Ohio
$1.69M +$957K +54,095 +130%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.52M +$495K +27,949 +48%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.4M +$987K +55,744 +239%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.27M -$405K -22,891 -24%
MPW
22
Magnolia Private Wealth
Pennsylvania
$1.21M +$877K +49,560 +266%
AIM
23
Advyzon Investment Management
Illinois
$1.02M +$1.02M +57,884 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$992K +$283K +15,958 +40%
AA
25
Armis Advisers
Georgia
$887K -$549K -31,044 -38%