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

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 12
Total Institutional Inflows (last 12 months): $10.45M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $17.27M

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BTAL Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/12/2024	Worth Asset Management LLC	39,913	$719K	0.4%	-22.6%	0.335%
2/14/2024	VitalStone Financial LLC	2,795	$47K	0.0%	+5,173.6%	0.023%
2/14/2024	Vermillion & White Wealth Management Group LLC	70,189	$1.19M	1.2%	N/A	0.590%
2/9/2024	AXS Investments LLC	29,955	$508K	0.1%	-27.9%	0.252%
2/9/2024	Cambridge Investment Research Advisors Inc.	43,296	$734K	0.0%	+8.4%	0.364%
2/7/2024	Ethos Financial Group LLC	18,763	$338K	0.1%	-95.6%	0.158%
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1/11/2024	Worth Asset Management LLC	51,594	$875K	0.6%	+26.4%	0.434%
10/31/2023	Triumph Capital Management	53,591	$1.06M	0.5%	N/A	0.450%
10/24/2023	Cambridge Investment Research Advisors Inc.	39,951	$793K	0.0%	-10.1%	0.336%
10/11/2023	Worth Asset Management LLC	40,802	$810K	0.7%	+656.0%	0.343%
8/15/2023	Captrust Financial Advisors	264,042	$4.95M	0.0%	N/A	2.219%
8/11/2023	JPMorgan Chase & Co.	4,889	$92K	0.0%	+52.0%	0.041%
8/10/2023	AXS Investments LLC	41,840	$785K	0.2%	+2,647.2%	0.352%
8/9/2023	AGF Management Ltd.	14,979	$281K	0.0%	-42.9%	0.126%
7/13/2023	Cambridge Investment Research Advisors Inc.	44,428	$833K	0.0%	+2.2%	0.233%
7/11/2023	Worth Asset Management LLC	5,397	$101K	0.1%	-95.1%	0.028%
5/18/2023	JPMorgan Chase & Co.	3,217	$66K	0.0%	+563.3%	0.017%
5/12/2023	AXS Investments LLC	1,523	$31K	0.0%	-58.1%	0.007%
5/11/2023	Cambridge Investment Research Advisors Inc.	43,476	$887K	0.0%	-44.5%	0.208%
5/8/2023	L.M. Kohn & Company	21,975	$448K	0.2%	+59.3%	0.105%
5/5/2023	Wayfinding Financial LLC	21,949	$447K	0.3%	N/A	0.105%
5/3/2023	AGF Management Ltd.	26,236	$535K	0.0%	N/A	0.126%
5/2/2023	AMJ Financial Wealth Management	167,554	$3.42M	2.2%	-47.7%	0.802%
5/2/2023	Arkadios Wealth Advisors	12,075	$246K	0.0%	N/A	0.058%
4/20/2023	Ethos Financial Group LLC	423,522	$8.64M	2.7%	-30.3%	2.026%
4/12/2023	Worth Asset Management LLC	111,257	$2.27M	1.7%	-29.2%	0.532%
3/6/2023	OLD Mission Capital LLC	3,500	$74K	0.0%	N/A	0.017%
2/22/2023	Kovack Advisors Inc.	24,408	$518K	0.1%	N/A	0.114%
2/13/2023	AXS Investments LLC	3,636	$77K	0.0%	N/A	0.017%
2/13/2023	Wintrust Investments LLC	28,355	$601K	0.1%	+93.7%	0.133%
2/10/2023	CoreCap Advisors LLC	114,771	$2.43M	0.2%	-1.7%	0.536%
2/9/2023	Ethos Financial Group LLC	607,480	$13.01M	4.4%	N/A	2.839%
2/8/2023	Cambridge Investment Research Advisors Inc.	78,295	$1.66M	0.0%	-50.5%	0.366%
2/7/2023	Toronto Dominion Bank	22,264	$472K	0.0%	N/A	0.104%
2/1/2023	AMJ Financial Wealth Management	320,321	$6.79M	4.0%	+2.3%	1.497%
1/13/2023	Worth Asset Management LLC	157,093	$3.33M	2.3%	+84.7%	0.829%
11/15/2022	Adalta Capital Management LLC	15,500	$315K	0.2%	N/A	0.086%
11/4/2022	AMJ Financial Wealth Management	313,071	$6.37M	4.1%	N/A	1.820%
10/19/2022	Empirical Asset Management LLC	53,550	$1.09M	1.2%	+3.9%	0.358%
10/17/2022	Cambridge Investment Research Advisors Inc.	158,119	$3.22M	0.0%	N/A	1.017%
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10/7/2022	Worth Asset Management LLC	85,048	$1.73M	1.3%	-18.2%	0.554%
7/21/2022	Savior LLC	1,174	$26K	0.0%	N/A	0.012%
7/18/2022	Empirical Asset Management LLC	51,558	$1.12M	1.2%	+19.2%	0.551%
7/8/2022	Worth Asset Management LLC	103,942	$2.26M	1.5%	+88.2%	1.245%
6/15/2022	Adalta Capital Management LLC	17,500	$321K	0.2%	N/A	0.297%
5/13/2022	Worth Asset Management LLC	55,233	$1.15M	0.8%	N/A	0.837%
5/6/2022	Empirical Asset Management LLC	43,242	$793K	0.8%	+19.3%	0.670%
1/18/2022	Accel Wealth Management	4,370	$78K	0.0%	N/A	0.069%
1/12/2022	IFP Advisors Inc	13,019	$235K	0.0%	-46.9%	0.205%
11/10/2021	AGF Investments LLC	3,992	$68K	0.0%	+19.4%	0.069%
10/6/2021	IFP Advisors Inc	24,521	$419K	0.0%	+2.9%	0.423%
7/31/2021	IFP Advisors Inc	23,839	$406K	0.0%	-5.4%	0.404%
5/14/2021	AGF Investments LLC	3,268	$56K	0.0%	-91.0%	0.056%
5/13/2021	Proequities Inc.	27,246	$467K	0.0%	-48.2%	0.466%
4/30/2021	IFP Advisors Inc	25,212	$431K	0.0%	-13.1%	0.427%
2/17/2021	Adalta Capital Management LLC	123,007	$2.35M	1.5%	+16.7%	1.745%
2/13/2021	Ancora Advisors LLC	3,331	$64K	0.0%	+38.3%	0.047%
2/8/2021	AGF Investments LLC	36,174	$690K	0.1%	+71.7%	0.513%
2/2/2021	Proequities Inc.	52,626	$1.00M	0.1%	+20.2%	0.752%
1/25/2021	IFP Advisors Inc	29,021	$553K	0.0%	-3.2%	0.418%
11/17/2020	Adalta Capital Management LLC	105,372	$2.49M	1.8%	+24.1%	1.232%
10/29/2020	IFP Advisors Inc	29,969	$709K	0.0%	+16.0%	0.333%
10/29/2020	Cambridge Investment Research Advisors Inc.	13,978	$330K	0.0%	N/A	0.155%
8/5/2020	IFP Advisors Inc	25,841	$627K	0.0%	+163.9%	0.278%
7/9/2020	Carroll Financial Associates Inc.	2,460	$59K	0.0%	N/A	0.031%
6/16/2020	Royal Bank of Canada	1,195	$31K	0.0%	-64.8%	0.019%
6/1/2020	Waterloo Capital L.P.	12,280	$315K	0.2%	N/A	0.183%
5/18/2020	Adalta Capital Management LLC	42,550	$1.09M	1.0%	N/A	0.655%
5/18/2020	Advisor Group Holdings Inc.	495,216	$12.72M	0.1%	N/A	7.619%
5/12/2020	Moors & Cabot Inc.	9,000	$231K	0.0%	N/A	0.141%
5/11/2020	Commonwealth Equity Services LLC	52,341	$1.34M	0.0%	N/A	0.824%
5/11/2020	Kingsview Wealth Management LLC	52,950	$1.36M	0.2%	-33.0%	0.834%
5/8/2020	AGF Investments LLC	2,767	$71K	0.0%	-89.4%	0.044%
5/8/2020	First Allied Advisory Services Inc.	73,717	$1.89M	0.1%	+22.7%	1.170%
5/7/2020	Dynamic Advisor Solutions LLC	49,933	$1.28M	0.2%	-72.4%	0.793%
5/7/2020	AE Wealth Management LLC	19,548	$502K	0.0%	N/A	0.310%
5/4/2020	SkyOak Wealth LLC	14,389	$370K	0.2%	N/A	0.232%
4/24/2020	FundX Investment Group LLC	15,000	$385K	0.1%	N/A	0.259%
4/17/2020	Old Port Advisors	8,354	$215K	0.1%	N/A	0.172%
2/14/2020	Goldman Sachs Group Inc.	24,674	$547K	0.0%	-6.1%	0.307%

(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, 22 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 ($4.95M), 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), Triumph Capital Management ($1.06M), and Cambridge Investment Research Advisors Inc. ($734K).Learn more on BTAL's institutional investors.
Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock?: Of the 21 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), Captrust Financial Advisors ($264.04K), Worth Asset Management LLC ($222.18K), Cambridge Investment Research Advisors Inc. ($162.42K), Vermillion & White Wealth Management Group LLC ($70.19K), and Triumph Capital Management ($53.59K).
How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund?: Institutional investors have bought a total of 1,935,133 shares in the last 24 months. This purchase volume represents approximately $39.12M 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. ($119.12K), 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 1,075,442 shares in the last 24 months. This volume of shares sold represents approximately $20.33M in transactions.

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This page (NYSEARCA:BTAL) was last updated on 4/17/2024 by MarketBeat.com Staff

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

BTAL Institutional Buying and Selling by Quarter

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

BTAL Institutional Ownership - Frequently Asked Questions

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

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

BTAL Institutional Buying and Selling by Quarter

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

BTAL Institutional Ownership - Frequently Asked Questions