AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $19.65 -0.12 (-0.61%) (As of 12:49 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)3TotalInstitutional Outflows(last 12 months)$7.45M 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 Golden CrestCRUSHED: How Biden's Replacement Will Devastate Your 401(k)!Kamala Harris isn't just playing politics; she's a serious threat to your financial security. Kamala has a plan to take over your money and leave you with nothing. Higher taxes, government control, and a digital dollar to track every penny you spend. This isn't about convenience; it's about CONTROL.>> Get Your FREE Wealth Protection Guide << 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 CompanyDetails10/28/2024 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% 8/12/2024Waterloo Capital L.P.24,300$477K0.1%N/A0.170% 8/8/2024 VitalStone Financial LLC57,450$1.13M0.8%+109.1%0.402% 7/11/2024 Worth Asset Management LLC35,586$698K0.4%-10.8%0.249% 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. 5/14/2024Toronto 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% 2/14/2024Vermillion & 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% 10/24/2023 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% 8/10/2023AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023 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% 5/12/2023AXS 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% 5/2/2023 Arkadios 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% 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% 2/8/2023 Cambridge 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% CRUSHED: How Biden's Replacement Will Devastate Your 401(k)! (Ad)Kamala Harris isn't just playing politics; she's a serious threat to your financial security. Kamala has a plan to take over your money and leave you with nothing. Higher taxes, government control, and a digital dollar to track every penny you spend. This isn't about convenience; it's about CONTROL.>> Get Your FREE Wealth Protection Guide <<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% 10/19/2022 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% 6/15/2022Adalta 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% 2/17/2021Adalta Capital Management LLC123,007$2.35M1.5%+16.7%1.745% 2/13/2021Ancora 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% 11/17/2020Adalta Capital Management LLC105,372$2.49M1.8%+24.1%1.232% 10/29/2020 Cambridge Investment Research Advisors Inc.13,978$330K0.0%N/A0.155% (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 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), 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 19 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), AMJ Financial Wealth Management ($320.32K), Worth Asset Management LLC ($124.00K), VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), and AXS Investments LLC ($43.95K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 1,519,779 shares in the last 24 months. This purchase volume represents approximately $30.98M 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 CoreCap Advisors LLC ($1.99K). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 1,026,056 shares in the last 24 months. This volume of shares sold represents approximately $19.32M in transactions. Related Companies Simplify Managed Futures Strategy ETF Major Shareholders First Trust Managed Futures Strategy Fund Major Shareholders NYLI Merger Arbitrage ETF Major Shareholders WisdomTree Managed Futures Strategy Fund Major Shareholders Simplify Market Neutral Equity Long/Short ETF Major Shareholders First Trust Alternative Absolute Return Strategy ETF Major Shareholders Hull Tactical US ETF Major Shareholders iMGP DBi Managed Futures Strategy ETF Major Shareholders Timothy Plan Market Neutral ETF Major Shareholders American Beacon AHL Liquid Trend ETF Major Shareholders This page (NYSEARCA:BTAL) was last updated on 11/4/2024 by MarketBeat.com Staff From Our PartnersCRUSHED: How Biden's Replacement Will Devastate Your 401(k)!Kamala Harris isn't just playing politics; she's a serious threat to your financial security. 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