AGF US MARKET NEUTRAL ANTI-B (BTAL) Institutional Ownership Changes & 13F Activity

AGF US MARKET NEUTRAL ANTI-B (BTAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Royal Bank Of Canada, Osaic Holdings, Inc., Trek Financial, Llc, and Hilltop Holdings Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Capital Advisor Network LlcBuy+8—8$112.00Q1 2026Aug 06, 2026
Wells Fargo & Company/MnBuy+63—63$877.00Q1 2026Jul 08, 2026
Arete Wealth Advisors, LlcBuy+13,711+36.0%51,765$723.15KQ1 2026May 18, 2026
Royal Bank Of CanadaBuy+242,634+3393.0%249,785$3.49MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+231,574+657.7%266,781$3.72MQ1 2026May 15, 2026
Purpose Unlimited Inc.Buy+144,159+281.4%195,386$2.72MQ1 2026May 15, 2026
Focus Partners WealthBuy+137,135+10.8%1,406,776$19.64MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+34,465+21.2%196,782$2.75MQ1 2026May 15, 2026
Bison Wealth, LlcBuy+27,200+120.7%49,736$597.33KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-23,334-35.8%41,774$583.16KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+17,853+5.4%347,457$4.85MQ1 2026May 15, 2026
National Bank Of CanadaSell-5,070-88.3%670$9.35KQ1 2026May 15, 2026
Morgan StanleySell-631-1.8%34,257$478.24KQ1 2026May 15, 2026
Hilltop Holdings Inc.Sell-161,161-57.0%121,755$1.70MQ1 2026May 14, 2026
Cibc World Market Inc.Buy+86,595+11.0%874,397$12.21MQ1 2026May 14, 2026
Hrt Financial LpSell-29,445-16.2%152,806$2.13MQ1 2026May 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-17,993-0.8%2,224,429$31.05MQ1 2026May 14, 2026
Axim Planning & WealthBuy+14,735+24.2%75,708$1.06MQ1 2026May 14, 2026
Simplex Trading, LlcSell-908-50.5%890$12.42KQ1 2026May 14, 2026
Ae Wealth Management LlcBuy+370,041+91.8%772,951$10.79MQ1 2026May 13, 2026
Trek Financial, LlcBuy+191,973—191,973$2.68MQ1 2026May 13, 2026
Geowealth Management, LlcBuy+55,005—55,005$767.87KQ1 2026May 13, 2026
Bank Of MontrealBuy+41,305—41,305$576.62KQ1 2026May 13, 2026
Arkos Global AdvisorsBuy+7,629—7,629$107.00KQ1 2026May 13, 2026
Avestar Capital, LlcSell-5,093-5.7%85,028$1.19MQ1 2026May 13, 2026
Cetera Investment AdvisersSell-1,510-10.3%13,106$182.96KQ1 2026May 13, 2026
Jane Street Group, LlcSell-87,171-38.1%141,893$1.98MQ1 2026May 12, 2026
Advyzon Investment Management, LlcBuy+11,724+50.5%34,917$487.44KQ1 2026May 12, 2026
Ausdal Financial Partners, Inc.Buy+5,398+23.1%28,788$401.88KQ1 2026May 12, 2026
Td Waterhouse Canada Inc.Sell-2,136-88.3%282$3.88KQ1 2026May 12, 2026
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Frequently asked questions about BTAL activity

  • Which institutional owners are buying BTAL?

    Institutional owners buying BTAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BTAL activity?

    "Buy" means an investor increased their reported position in BTAL compared to the prior reporting period. This reflects growing exposure to AGF US MARKET NEUTRAL ANTI-B (BTAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BTAL increasing?

    Institutional interest in BTAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.