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

$18.56
-0.13 (-0.70%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$4.93M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$9.65M
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BTAL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/25/2024 Triumph 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%
2/9/2024 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%
10/31/2023 Triumph 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%
3/6/2023OLD 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%
2/10/2023CoreCap 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%
2/7/2023Toronto Dominion Bank22,264$472K0.0%N/A0.104%
2/1/2023 AMJ 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%
11/4/2022 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%
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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%
10/29/2020IFP Advisors Inc29,969$709K0.0%+16.0%0.333%
10/29/2020 Cambridge Investment Research Advisors Inc.13,978$330K0.0%N/A0.155%
8/5/2020IFP Advisors Inc25,841$627K0.0%+163.9%0.278%
7/9/2020Carroll Financial Associates Inc.2,460$59K0.0%N/A0.031%
6/16/2020Royal Bank of Canada1,195$31K0.0%-64.8%0.019%
6/1/2020Waterloo Capital L.P.12,280$315K0.2%N/A0.183%
5/18/2020Adalta Capital Management LLC42,550$1.09M1.0%N/A0.655%
5/18/2020 Advisor Group Holdings Inc.495,216$12.72M0.1%N/A7.619%
5/12/2020 Moors & Cabot Inc.9,000$231K0.0%N/A0.141%
5/11/2020Commonwealth Equity Services LLC52,341$1.34M0.0%N/A0.824%
5/11/2020 Kingsview Wealth Management LLC52,950$1.36M0.2%-33.0%0.834%
5/8/2020AGF Investments LLC2,767$71K0.0%-89.4%0.044%
5/8/2020First Allied Advisory Services Inc.73,717$1.89M0.1%+22.7%1.170%
5/7/2020 Dynamic Advisor Solutions LLC49,933$1.28M0.2%-72.4%0.793%
5/7/2020AE Wealth Management LLC19,548$502K0.0%N/A0.310%
(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), CoreCap Advisors LLC ($2.43M), Vermillion & White Wealth Management Group LLC ($1.19M), Empirical Asset Management LLC ($1.09M), Cambridge Investment Research Advisors Inc. ($793K), Worth Asset Management LLC ($719K), and Wintrust Investments LLC ($601K).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 ($166.95K), Cambridge Investment Research Advisors Inc. ($159.07K), 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 1,654,887 shares in the last 24 months. This purchase volume represents approximately $33.85M 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 ($182.27K), 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 1,040,623 shares in the last 24 months. This volume of shares sold represents approximately $19.62M in transactions.


This page (NYSEARCA:BTAL) was last updated on 5/15/2024 by MarketBeat.com Staff

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