AGF US Market Neutral Anti-Beta Fund
BTAL
87 hedge funds and large institutions have $270M invested in AGF US Market Neutral Anti-Beta Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
55% more capital invested
Capital invested by funds: $175M → $270M (+$95.3M)
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
7% more funds holding
Funds holding: 81 → 87 (+6)
5.34% more ownership
Funds ownership: 57.59% → 62.93% (+5.3%)
65% less call options, than puts
Call options by funds: $6K | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$32.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$19.1M |
| 3 |
CCA
Carrera Capital Advisors
Troy,
Michigan
|
+$17.5M |
| 4 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$6.64M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.5M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$2.26M |
| 3 |
CI
CacheTech Inc
Logan,
Utah
|
-$1.55M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.33M |
| 5 |
Q
QVR
San Francisco,
California
|
-$1.24M |
BTAL Hedge Fund Activity: Q1 2026 in Review
87 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2026, worth a combined $270M — up 55% from $175M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BTAL positions and 12 closed out — a net gain of 7 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Pasadena Private Wealth, opening a new position worth an estimated $32.1M. The largest seller was Belpointe Asset Management, cutting an estimated $2.5M.
- 87 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2026, up from 81 in Q4 2025.
- Funds reported $270M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2026, up 55% quarter-over-quarter.
- 19 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2026 and 12 closed out, a net change of +7 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2026 was Pasadena Private Wealth, an estimated $32.1M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2026 was Belpointe Asset Management, an estimated $2.5M sold.
Based on aggregated 13F filings for Q1 2026.