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AGF US Market Neutral Anti-Beta Fund
BTAL

63 hedge funds and large institutions have $183M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

150% more capital invested

Capital invested by funds: $73.2M → $183M (+$109M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

50% more funds holding

Funds holding: 42 → 63 (+21)

7.06% more ownership

Funds ownership: 53.76% → 60.81% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAG
Goodman Advisory Group
Massachusetts
+$18.1M
2
BCM
Brookstone Capital Management
Illinois
+$17.1M
3
CWG
Cornerstone Wealth Group
North Carolina
+$8.21M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.48M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.34M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.44M
2
WAM
Worth Asset Management
Texas
-$376K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$343K
4
AWS
Atria Wealth Solutions
New York
-$315K
5
CAN
Cetera Advisor Networks
California
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Worth Asset Management
Texas
$1.73M -$376K -18,894 -18%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.58M +$1.54M +77,541 New
TI
28
Tidal Investments
Wisconsin
$1.44M +$54.1K +2,718 +4%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$1.41M -$343K -17,230 -20%
EAM
30
Empirical Asset Management
Massachusetts
$1.09M +$39.7K +1,992 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M -$97.2K -4,879 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$917K +$898K +45,095 New
CFG
33
Cooper Financial Group
California
$762K +$746K +37,479 New
MWM
34
MBE Wealth Management
Wisconsin
$598K +$585K +29,393 New
UBS Group
35
UBS Group
Switzerland
$572K +$560K +28,113 New
CA
36
Cetera Advisors
Colorado
$489K +$479K +24,034 New
PFS
37
Prospera Financial Services
Texas
$444K +$20.5K +1,029 +5%
AWS
38
Atria Wealth Solutions
New York
$411K -$315K -15,805 -44%
BWM
39
BlackDiamond Wealth Management
New York
$345K +$43.4K +2,178 +15%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$329K -$5.1K -256 -2%
ACM
41
Adalta Capital Management
New York
$315K +$309K +15,500 New
WI
42
Wintrust Investments
Illinois
$298K +$291K +14,635 New
T
43
TRUADVICE
Florida
$289K -$11.2K -561 -4%
IA
44
IFP Advisors
Florida
$277K -$53K -2,661 -19%
ASN
45
Advisory Services Network
Georgia
$264K +$2.89K +145 +1%
LFAS
46
Level Four Advisory Services
Texas
$264K +$259K +13,000 New
LA
47
Latitude Advisors
Florida
$253K -$45.1K -2,264 -15%
HIC
48
Hartline Investment Corp
Illinois
$253K +$248K +12,434 New
OPA
49
Old Port Advisors
Maine
$205K -$11.9K -600 -5%
AR
50
Apeiron RIA
Texas
$202K +$196K +9,825 New
1
2
3

BTAL Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2022, worth a combined $183M — up 150% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTAL positions and 5 closed out — a net gain of 21 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Goodman Advisory Group, adding an estimated $18.1M. The largest seller was Bank of Montreal, cutting an estimated $3.44M.

  • 63 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $183M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2022, up 150% quarter-over-quarter.
  • 26 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2022 and 5 closed out, a net change of +21 holders.
  • The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2022 was Goodman Advisory Group, an estimated $18.1M added.
  • The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2022 was Bank of Montreal, an estimated $3.44M sold.

Based on aggregated 13F filings for Q3 2022.