ZI
BTAL icon

ZEGA Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

ZEGA Investments’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Buy
32,066
+13,807
+76% +$168K 0.04% 218
2026
Q1 		$255K Buy
+18,259
New +$256K 0.03% 244

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

ZEGA Investments's BTAL Position: Q2 2026 in Review

ZEGA Investments increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 76% in Q2 2026, buying an estimated $168K and bringing the position to 32,066 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #218.

ZEGA Investments first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • ZEGA Investments held 32,066 shares of AGF US Market Neutral Anti-Beta Fund worth $358K as of Q2 2026.
  • ZEGA Investments bought 13,807 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $168K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #218 holding.
  • ZEGA Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.