EdgeMarketInstruments › BTAL

BTAL — AGF U.S. Market Neutral Anti-Beta Fund

US equity
12.00 -0.66% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 10.92 · high 17.11

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day-0.66%
1 week+1.18%
1 month+0.25%
3 months-1.96%
6 months-13.36%
Year to date-14.59%
1 year-29.87%
3 years-37.86%
5 years-29.58%

Technicals

RSI 1448.5
vs 50-day avg+2.13%
vs 200-day avg-9.29%
Volatility 1y23.7%
Max drawdown 1y-36.18%
Avg volume 30d623.6K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)2.96%
Paid last 12m0.3579
Payments in 12m1
Paying since2018-12-27

Largest institutional holders

managervalueshares
Pasadena Private Wealth, LLC31.9M2.3M
Federation des caisses Desjardins du Quebec31.1M2.2M
FMR LLC27.1M1.9M
Carrera Capital Advisors24.3M1.7M
Focus Partners Wealth19.6M1.4M
HighTower Advisors, LLC19.3M1.4M
CIBC WORLD MARKET INC.12.2M874.4K
AE Wealth Management LLC10.8M773.0K
OneDigital Investment Advisors LLC8.3M594.4K
Krilogy Financial LLC7.7M597.6K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d42.2% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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