AGF US Market Neutral Anti-Beta FundBTAL
BTAL
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1.53% more ownership
Funds ownership: 81.51% [Q3] → 83.04% (+1.53%) [Q4]
3% less funds holding
Funds holding: 71 [Q3] → 69 (-2) [Q4]
17% less capital invested
Capital invested by funds: $341M [Q3] → $282M (-$59.2M) [Q4]
45% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Research analyst outlook
We haven’t received any recent analyst ratings for BTAL.
Financial journalist opinion
Neutral
Seeking Alpha
1 week 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
1 month 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
2 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
3 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
6 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
8 months 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
10 months 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.
Positive
Zacks Investment Research
10 months ago
Long-Short ETF (BTAL) Hits New 52-Week High
For investors seeking momentum, AGFiQ US Market Neutral Anti-Beta Fund BTAL is probably on the radar. The fund just hit a 52-week high of $21.39 from its 52-week low price of $16.59/share.
Positive
Zacks Investment Research
1 year ago
5 Low-Risk ETFs to Play Now as Inflation Ticks Up
After a sturdy run so far this year, Wall Street started to waver in mid-March, following the release of hot U.S. inflation data and the rise in bond yields.
Positive
Seeking Alpha
1 year ago
BTAL Anti-Beta Fund: Still A Great Diversifier
The AGF U.S. Market Neutral Anti-Beta Fund has historically provided diversification benefits by performing well when the broader equity market is down. Despite its expected flat-to-negative annual return, BTAL has rallied in 2024, potentially due to investors seeking defensive low-beta stocks. Owning BTAL as part of a portfolio can (and likely will, in my opinion) provide superior risk-adjusted returns over the long term.
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