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

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$11.86 +0.05 (+0.42%) At close · Aug 14

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$11.86 Open$11.89 Day$11.77–11.89 52W close$10.92–17.11 Avg vol 30d670K Short int968K · 1.2d Short vol60% DataJan 2020–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg +1%
above
RSI (14) 48
neutral
MACD trend Negative
52-week position 15%
mid-range
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −15%
trailing
YTD return −18%
this year
Relative strength −29%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $12 › 200d $13 — 200d above 50d
Institutional flow Distributing
-52% holders QoQ · +12 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +238.1% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
42 holders — near 3-yr low, contrarian setup
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 24%
annualized · 1-yr
Max drawdown −36%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
+1% Bullish
RSI (14)
48 Neutral
MACD trend
Negative Bearish
52-week position
15% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $12 › 200d $13 — 200d above 50d
Institutional flow Distributing
-52% holders QoQ · +12 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +238.1% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
42 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $11 Now $12 · 15% Range high $17
vs 200-day avg -11% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
42
Net QoQ
-10.8M sh
Top holder
FMR LLC
View
Held by Funds
Fund positions
1
View
Short & Settlement
Short Interest Rising
Shares short
968.0K
Days to cover
1.2d
Change
+681.7K sh
View
Short Volume
Short vol %
60%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
70
Value
$830
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
71.9%
Week of
Jul 6, 2026
Off-exch Lit
View

Performance

5D 20D 120D MTD YTD
BTAL -0.5% -2.1% -15.4% -3.2% -17.6%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY -0.9% -6.5% -29.2% -7.1% -31.4%

Capital returns

Latest dividend
$0.358 / share · ex Dec 30, 2025
Cut 44.5%
Paid (TTM)
$0.358 / share · 1 payout
Dividend yield (TTM, derived)
· history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1479598 CUSIP 00110G408 13F (30d) 43 filings 42 filers