AGF U.S. Market Neutral Anti-Beta Fund (BTAL)
AGF U.S. Market Neutral Anti-Beta Fund (BTAL) is listed on NYSE Arca, where it has traded since September 13, 2011.
- Listed On
- NYSE Arca
- Listed Since
- September 13, 2011
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 91 institutions reported holding BTAL, with 15.0 million shares worth $167.1 million in aggregate. The largest reported holder was FMR, with 1.9 million shares worth $21.7 million. Of the 5 largest holders listed below, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| FMR | 1,944,444 | $22M | Unchanged |
| Federation Des Caisses Desjardins Du Quebec | 1,758,251 | $20M | Reduced 20.96% |
| Carrera Capital Advisors | 1,539,121 | $17M | Reduced 11.64% |
| Focus Partners Wealth | 1,537,923 | $17M | Added 9.32% |
| AE Wealth Management | 927,590 | $10M | Added 20.01% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is BTAL?
AGF U.S. Market Neutral Anti-Beta Fund (BTAL) is listed on NYSE Arca, where it has traded since September 13, 2011.
Who are the largest institutional holders of BTAL?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BTAL were FMR, Federation Des Caisses Desjardins Du Quebec and Carrera Capital Advisors.
How many institutions own BTAL?
91 institutions reported a position in BTAL for the quarter ended June 30, 2026, worth $167.1 million in total.
Did institutions buy or sell BTAL last quarter?
Of the 5 largest reported holders, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for BTAL.
Every reported institutional holder, plus insider and congressional trades in BTAL, on SentiSense.