AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $19.07 -0.17 (-0.88%) (As of 12/20/2024 04:32 PM ET) Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$4.36MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$7.49M Get BTAL Insider Trade Alerts Want to know when executives and insiders are buying or selling AGF U.S. Market Neutral Anti-Beta Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BTAL Institutional Buying and Selling by Quarter Ad WealthPress70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today!Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.>> You can grab your FREE, laminated copies right here << AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024 Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517% 10/28/2024 Creative Financial Designs Inc. ADV158,626$3.11M0.3%+8.8%1.109% 10/11/2024 VitalStone Financial LLC85,335$1.67M1.1%+48.5%0.597% 10/9/2024 Worth Asset Management LLC41,346$810K0.4%+16.2%0.289% 8/12/2024 Waterloo Capital L.P.24,300$477K0.1%N/A0.170% 8/8/2024 VitalStone Financial LLC57,450$1.13M0.8%+109.1%0.402% Get the Latest News and Ratings for BTAL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AGF U.S. Market Neutral Anti-Beta Fund and its competitors with MarketBeat's FREE daily newsletter. 7/11/2024 Worth Asset Management LLC35,586$698K0.4%-10.8%0.249% 5/14/2024 Toronto Dominion Bank3,930$71K0.0%+352.8%0.027% 5/6/2024 VitalStone Financial LLC27,481$495K0.4%+883.2%0.192% 4/25/2024Triumph Capital Management26,029$474K0.2%N/A0.216% 4/12/2024 Worth Asset Management LLC39,913$719K0.4%-22.6%0.335% 2/14/2024 VitalStone Financial LLC2,795$47K0.0%+5,173.6%0.023% 2/14/2024 Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590% 2/9/2024 AXS Investments LLC29,955$508K0.1%-27.9%0.252% 2/7/2024 Ethos Financial Group LLC18,763$338K0.1%-95.6%0.158% 1/11/2024 Worth Asset Management LLC51,594$875K0.6%+26.4%0.434% 10/31/2023Triumph Capital Management53,591$1.06M0.5%N/A0.450% 10/24/2023 Cambridge Investment Research Advisors Inc.39,951$793K0.0%-10.1%0.336% 10/11/2023 Worth Asset Management LLC40,802$810K0.7%+656.0%0.343% 8/10/2023 AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023 AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023 Cambridge Investment Research Advisors Inc.44,428$833K0.0%+2.2%0.233% 7/11/2023 Worth Asset Management LLC5,397$101K0.1%-95.1%0.028% 5/12/2023 AXS Investments LLC1,523$31K0.0%-58.1%0.007% 5/8/2023 L.M. Kohn & Company21,975$448K0.2%+59.3%0.105% 5/5/2023 Wayfinding Financial LLC21,949$447K0.3%N/A0.105% 5/3/2023 AGF Management Ltd.26,236$535K0.0%N/A0.126% 5/2/2023 AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802% 5/2/2023 Arkadios Wealth Advisors12,075$246K0.0%N/A0.058% 4/20/2023 Ethos Financial Group LLC423,522$8.64M2.7%-30.3%2.026% 4/12/2023 Worth Asset Management LLC111,257$2.27M1.7%-29.2%0.532% 3/6/2023 OLD Mission Capital LLC3,500$74K0.0%N/A0.017% 2/22/2023 Kovack Advisors Inc.24,408$518K0.1%N/A0.114% 2/13/2023 AXS Investments LLC3,636$77K0.0%N/A0.017% 2/13/2023 Wintrust Investments LLC28,355$601K0.1%+93.7%0.133% 2/10/2023 CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536% 2/9/2023 Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839% 2/8/2023 Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366% 2/7/2023 Toronto Dominion Bank22,264$472K0.0%N/A0.104% 2/1/2023 AMJ Financial Wealth Management320,321$6.79M4.0%+2.3%1.497% Cackling Kamala hates this company (Ad)Do you want to see one of the most exciting election trades of all time? 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Before that happens, you need to see the details here.1/13/2023 Worth Asset Management LLC157,093$3.33M2.3%+84.7%0.829% 11/15/2022 Adalta Capital Management LLC15,500$315K0.2%N/A0.086% 11/4/2022 AMJ Financial Wealth Management313,071$6.37M4.1%N/A1.820% 10/19/2022 Empirical Asset Management LLC53,550$1.09M1.2%+3.9%0.358% 10/17/2022 Cambridge Investment Research Advisors Inc.158,119$3.22M0.0%N/A1.017% 10/7/2022 Worth Asset Management LLC85,048$1.73M1.3%-18.2%0.554% 7/21/2022Savior LLC1,174$26K0.0%N/A0.012% 7/18/2022 Empirical Asset Management LLC51,558$1.12M1.2%+19.2%0.551% 7/8/2022 Worth Asset Management LLC103,942$2.26M1.5%+88.2%1.245% 6/15/2022 Adalta Capital Management LLC17,500$321K0.2%N/A0.297% 5/6/2022 Empirical Asset Management LLC43,242$793K0.8%+19.3%0.670% 1/18/2022 Accel Wealth Management4,370$78K0.0%N/A0.069% 1/12/2022IFP Advisors Inc13,019$235K0.0%-46.9%0.205% 11/10/2021AGF Investments LLC3,992$68K0.0%+19.4%0.069% 10/6/2021IFP Advisors Inc24,521$419K0.0%+2.9%0.423% 7/31/2021IFP Advisors Inc23,839$406K0.0%-5.4%0.404% 5/14/2021AGF Investments LLC3,268$56K0.0%-91.0%0.056% 5/13/2021 Proequities Inc.27,246$467K0.0%-48.2%0.466% 4/30/2021IFP Advisors Inc25,212$431K0.0%-13.1%0.427% 2/17/2021 Adalta Capital Management LLC123,007$2.35M1.5%+16.7%1.745% 2/13/2021 Ancora Advisors LLC3,331$64K0.0%+38.3%0.047% 2/8/2021AGF Investments LLC36,174$690K0.1%+71.7%0.513% 2/2/2021 Proequities Inc.52,626$1.00M0.1%+20.2%0.752% 1/25/2021IFP Advisors Inc29,021$553K0.0%-3.2%0.418% (Data available from 1/1/2016 forward) BTAL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BTAL shares? During the previous two years, 20 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were Captrust Financial Advisors ($4.25M), AMJ Financial Wealth Management ($3.42M), Creative Financial Designs Inc. ADV ($3.11M), CoreCap Advisors LLC ($2.43M), VitalStone Financial LLC ($1.67M), Vermillion & White Wealth Management Group LLC ($1.19M), and Worth Asset Management LLC ($810K).Learn more on BTAL's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock? Of the 18 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($607.48K), Worth Asset Management LLC ($124.00K), VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), AXS Investments LLC ($43.95K), and AGF Management Ltd. ($26.24K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 1,191,208 shares in the last 24 months. This purchase volume represents approximately $24.30M in transactions. Which AGF U.S. Market Neutral Anti-Beta Fund major shareholders have been selling company stock? The following institutional investors have sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months: Ethos Financial Group LLC ($594.31K), Worth Asset Management LLC ($167.70K), AMJ Financial Wealth Management ($152.77K), Cambridge Investment Research Advisors Inc. ($84.30K), AXS Investments LLC ($13.73K), AGF Management Ltd. ($11.26K), and Captrust Financial Advisors ($2.41K). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 1,028,470 shares in the last 24 months. This volume of shares sold represents approximately $19.36M in transactions. 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