AGF US Market Neutral Anti-Beta FundBTAL
BTAL
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
218% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 11
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $251M [Q4 2024] → $272M (+$21.4M) [Q1 2025]
3% more funds holding
Funds holding: 68 [Q4 2024] → 70 (+2) [Q1 2025]
6.82% less ownership
Funds ownership: 74.33% [Q4 2024] → 67.51% (-6.82%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for BTAL.
Financial journalist opinion
Neutral
Seeking Alpha
2 weeks ago
BTAL: A Smart, Yet Controversial Hedge To The S&P 500
BTAL offers a market-neutral strategy by going long low-beta and short high-beta U.S. stocks, providing S&P 500 hedging. The ETF plays the low vs. high beta spread, offering stronger short-term hedging and better long-term preservation than classic shorts. In my view, it must be included in a portfolio with a clear strategy; otherwise, it's dead weight, not added value.
Positive
Seeking Alpha
3 weeks ago
BTAL Battles With Short, High-Beta Stocks
AGF U.S. Market Neutral Anti-Beta Fund ETF is designed as a market-neutral equity hedge, long low-beta and short high-beta stocks, to benefit investors during market corrections. Despite its intent, the Fund has underperformed benchmarks and is best used only during significant market declines, not as a long-term core holding. Given current market conditions, I recommend a 'Sell' rating on BTAL. Despite my negative sentiment, BTAL could benefit from economic uncertainty and geopolitical risks.
Positive
Seeking Alpha
3 months ago
BTAL: Can Generate Positive Returns Even In A Recession
BTAL is a market neutral ETF that profits from the spread between low and high beta stocks, ideal for hedging in volatile markets. The fund is long low beta stocks and short high beta stocks, thriving in down markets and reducing portfolio volatility. BTAL has shown strong performance in past bear markets and is expected to outperform in today's environment with stretched valuations.
Neutral
Seeking Alpha
4 months ago
BTAL: Could This Market Neutral ETF Save Your Portfolio In 2025?
The AGF U.S. Market Neutral Anti-Beta Fund ETF is a strong hedge against market downturns, outperforming the S&P 500 during recent volatility. BTAL's strategy involves going long on low-beta stocks and short on high-beta ones, providing a negative correlation to the S&P 500. A 33-67 allocation between UPRO and BTAL could offer superior risk-adjusted performance, with lower volatility and better Sharpe ratios than the S&P 500 alone.
Positive
CNBC Television
5 months ago
Here are some ETFs that protect against inflation risk, with Astoria Portfolio Advisors' John Davi
John Davi, Astoria Portfolio Advisors Founder & CEO, joins CNBC's Courtney Reagan on ‘ETF Edge' to discuss Astoria's top ideas on how to hedge against tariff risks.
Neutral
Zacks Investment Research
6 months ago
Play Defensive ETFs to Counter Stock Market Slump
Wall Street was in the red on Tuesday as strong economic data dampened chances of near-term Fed rate cuts. Defensive ETFs may help in this scenario.
Neutral
Seeking Alpha
6 months ago
CTA And BTAL: My Recommended S&P 500 Hedges
The S&P 500 has doubled in the last five years, raising concerns about a potential market top and the need for portfolio hedging. Traditional bonds have struggled due to rising interest rates; alternatives may offer better downside protection. Diversifying with alternatives, like CTA's managed futures or BTAL's market hedge, can reduce portfolio volatility and enhance risk-adjusted returns without significantly cutting equity exposure.
Neutral
Seeking Alpha
10 months ago
BTAL: A Wonderful ETF For Bear Markets
BTAL is an ETF with a 1.72% total expense ratio, negative long-term returns, and is down most years. Its design is crazy, like a fox. BTAL is a market-neutral fund designed to perform well only in bear markets. When the market is down 10%, it averages 8.8% gains. In the 10% worst months for stocks, when the S&P is down 7%, BTAL averages 5% gains.
Negative
Seeking Alpha
1 year ago
BTAL Is Possibly The Most Misunderstood Market-Neutral ETF
BTAL is an anti-beta market-neutral ETF, not beta-neutral, with imbalanced long and short positions. High-beta stocks fall further in market crashes, underperform in calm markets, and perform well after market bottoms. Tactical holding of BTAL based on VIX levels can provide a small performance boost and reduce drawdowns in market crashes.
Positive
Zacks Investment Research
1 year ago
5 Niche ETFs That Outperformed Last Week
Wall Street had a tumultuous last week on growing inflation fears and rising geopolitical tensions. While most of the segments suffered losses last week, a few niche corners have performed really well.
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