Who Owns BTAL?
AGF U.S. Market Neutral Anti-Beta Fund — Institutional Ownership & 13F Holdings
$12.37
+0.02 (+0.16%)
Market Cap
$379.1M
Shares Outstanding
32,989,518
Institutional Holders
70
Total Inst. Value
$192.7M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
18
Closed Positions
14
Increased
35
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Federation des caisses Desjardins du Quebec | $49.7M | 2,382,592 |
| 2 | OSAIC HOLDINGS, INC. | $37.5M | 1,798,835 |
| 3 | JANE STREET GROUP, LLC | $14.6M | 700,000 |
| 4 | MORGAN STANLEY | $13.8M | 661,514 |
| 5 | HighTower Advisors, LLCNew | $8.3M | 396,056 |
| 6 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.1M | 339,960 |
| 7 | Fortis Group Advisors, LLC | $6.4M | 307,987 |
| 8 | Advisory Services Network, LLC | $5.9M | 281,847 |
| 9 | Ausdal Financial Partners, Inc.New | $4.7M | 224,257 |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.6M | 222,127 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Federation des caisses Desjardins du Quebec | +13K | $49.7M |
| OSAIC HOLDINGS, INC. | +169K | $37.5M |
| JANE STREET GROUP, LLC | +641K | $14.6M |
| MORGAN STANLEY | +8K | $13.8M |
| HighTower Advisors, LLCNew | +396K | $8.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ASSETMARK, INC | -203K | $12K |
| Reyes Financial Architecture, Inc. | -63K | $286K |
| OneDigital Investment Advisors LLC | -38K | $14K |
| Avestar Capital, LLC | -32K | $2.8M |
| Triumph Capital Management | -10K | $557K |
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Frequently Asked Questions
How many institutional investors hold BTAL?
As of Q1 2025, 70 institutional investors report holding BTAL (AGF U.S. Market Neutral Anti-Beta Fund) in their 13F filings.
Which hedge fund owns the most BTAL?
The largest institutional holder of BTAL is Federation des caisses Desjardins du Quebec with $49.7M in shares.
Are institutions buying or selling BTAL?
This quarter, 18 institutions opened new positions in BTAL and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.