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AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership

AGF U.S. Market Neutral Anti-Beta Fund logo
$20.83 -0.24 (-1.14%)
Closing price 04/17/2025 04:10 PM Eastern
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$21.42 +0.59 (+2.81%)
As of 04/17/2025 04:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.19M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.88M
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BTAL Institutional Buying and Selling by Quarter

AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 Magnolia Private Wealth LLC18,629$388K0.2%+3.9%0.093%
4/14/2025 Farther Finance Advisors LLC9,116$189K0.0%N/A0.046%
2/17/2025Captrust Financial Advisors207,774$3.84M0.0%-4.2%1.453%
2/12/2025JPMorgan Chase & Co.4,526$84K0.0%-45.3%0.032%
2/10/2025Creative Financial Designs Inc. ADV190,368$3.52M0.3%+20.0%1.331%
2/6/2025Ethos Financial Group LLC20,225$386K0.1%+49.1%0.141%
2/5/2025 Magnolia Private Wealth LLC17,929$331K0.2%N/A0.125%
12/26/2024JPMorgan Chase & Co.8,272$162K0.0%-90.3%0.058%
11/14/2024Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517%
10/28/2024Creative Financial Designs Inc. ADV158,626$3.11M0.3%+8.8%1.109%
10/11/2024VitalStone Financial LLC85,335$1.67M1.1%+48.5%0.597%
10/9/2024 Worth Asset Management LLC41,346$810K0.4%+16.2%0.289%
8/12/2024Waterloo Capital L.P.24,300$477K0.1%N/A0.170%
8/8/2024VitalStone Financial LLC57,450$1.13M0.8%+109.1%0.402%
7/11/2024 Worth Asset Management LLC35,586$698K0.4%-10.8%0.249%
5/14/2024Toronto Dominion Bank3,930$71K0.0%+352.8%0.027%
5/6/2024VitalStone 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%
2/14/2024VitalStone Financial LLC2,795$47K0.0%+5,173.6%0.023%
2/14/2024Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590%
2/9/2024AXS Investments LLC29,955$508K0.1%-27.9%0.252%
2/7/2024Ethos 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%
10/24/2023Cambridge 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%
8/10/2023AXS Investments LLC41,840$785K0.2%+2,647.2%0.352%
8/9/2023AGF Management Ltd.14,979$281K0.0%-42.9%0.126%
7/13/2023Cambridge 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%
5/12/2023AXS Investments LLC1,523$31K0.0%-58.1%0.007%
5/8/2023L.M. Kohn & Company21,975$448K0.2%+59.3%0.105%
5/5/2023Wayfinding Financial LLC21,949$447K0.3%N/A0.105%
5/3/2023AGF Management Ltd.26,236$535K0.0%N/A0.126%
5/2/2023AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802%
5/2/2023Arkadios Wealth Advisors12,075$246K0.0%N/A0.058%
4/20/2023Ethos 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%
3/6/2023OLD Mission Capital LLC3,500$74K0.0%N/A0.017%
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2/22/2023Kovack Advisors Inc.24,408$518K0.1%N/A0.114%
2/13/2023AXS Investments LLC3,636$77K0.0%N/A0.017%
2/13/2023Wintrust Investments LLC28,355$601K0.1%+93.7%0.133%
2/10/2023CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536%
2/9/2023Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839%
2/8/2023Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366%
2/7/2023Toronto Dominion Bank22,264$472K0.0%N/A0.104%
2/1/2023AMJ Financial Wealth Management320,321$6.79M4.0%+2.3%1.497%
1/13/2023 Worth Asset Management LLC157,093$3.33M2.3%+84.7%0.829%
11/15/2022Adalta Capital Management LLC15,500$315K0.2%N/A0.086%
11/4/2022AMJ Financial Wealth Management313,071$6.37M4.1%N/A1.820%
10/19/2022Empirical Asset Management LLC53,550$1.09M1.2%+3.9%0.358%
10/17/2022Cambridge 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%
7/18/2022Empirical 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%
6/15/2022Adalta Capital Management LLC17,500$321K0.2%N/A0.297%
5/6/2022Empirical 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%
5/13/2021Proequities Inc.27,246$467K0.0%-48.2%0.466%
4/30/2021IFP Advisors Inc25,212$431K0.0%-13.1%0.427%
(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, 19 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 ($3.84M), Creative Financial Designs Inc. ADV ($3.52M), AMJ Financial Wealth Management ($3.42M), VitalStone Financial LLC ($1.67M), Vermillion & White Wealth Management Group LLC ($1.19M), Worth Asset Management LLC ($810K), and Cambridge Investment Research Advisors Inc. ($793K).Learn more on BTAL's institutional investors.

Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock?

Of the 16 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: VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), Worth Asset Management LLC ($51.96K), Creative Financial Designs Inc. ADV ($44.53K), AXS Investments LLC ($40.32K), 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 503,055 shares in the last 24 months. This purchase volume represents approximately $9.55M 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), AMJ Financial Wealth Management ($152.77K), Worth Asset Management LLC ($121.87K), JPMorgan Chase & Co. ($80.61K), AXS Investments LLC ($13.73K), Captrust Financial Advisors ($11.62K), and AGF Management Ltd. ($11.26K).

How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund?

Institutional investors have sold a total of 990,639 shares in the last 24 months. This volume of shares sold represents approximately $18.44M in transactions.


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This page (NYSEARCA:BTAL) was last updated on 4/19/2025 by MarketBeat.com Staff
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