Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agf Invts Tr (BTAL)

86 + Investors. Track Smart Money conviction in BTAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — BTAL

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BTAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold BTAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

54 buying37 selling
Last quarter: 54 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 19 → 25 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 33% medium ■ 33% new
Of the 86 current holders: 30 (35%) held >2 years, 28 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~20 new funds/quarter

17 → 27 → 19 → 25 → 20 new funds/Q
New funds entering each quarter: 27 → 19 → 25 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 10% 1-2yr ■ 41% new
Of 86 current holders: 42 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
11 of 86 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BTAL

In 2026 Q1, 54 hedge funds were net buyers of BTAL (20 opened a new position, 34 added to an existing one), while 37 reduced or exited (24 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: BTAL

How many hedge funds hold BTAL — quarterly history vs. share price
Quarterly hedge fund ownership of BTAL vs. share price

Market Analysis: BTAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Agf Invts Tr (BTAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BTAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
BTAL
-17.7%
SPY
+14.1%

BTAL outperformed SPY by -31.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BTAL
-3.8%
SPY
+0.3%

Since the filing became public, BTAL outperformed SPY by -4.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BTAL
86 + Investors

Track Smart Money conviction in BTAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 86 79 8.86%
13F Shares 19M 12M 59.86%
Total Value $270M $175M 54.51%
New Positions 20 25 -5
Increased Positions 34 23 +11
Closed Positions 13 17 -4
Reduced Positions 24 24 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTAL

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Financial Highlights

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Institutional Holders (2026 Q1)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BTAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMV Capital Advisers, LLC 5.81% 246,621 $3.4M
2 Pasadena Private Wealth, LLC 4.41% 2,286,833 $31.9M
3 Carrera Capital Advisors 3.75% 1,741,835 $24.3M
4 Axim Planning & Wealth 1.28% 75,708 $1.1M
5 Latitude Advisors, LLC 0.86% 134,046 $1.9M
6 Good Steward Wealth Advisors,LLC 0.67% 74,424 $1.0M
7 Encompass More Asset Management 0.66% 280,005 $3.9M
8 Crescent Grove Advisors, LLC 0.64% 473,811 $6.6M
9 Entelevest, LLC 0.51% 36,860 $515K
10 Ferguson Shapiro LLC 0.26% 60,400 $843K
11 Krilogy Financial LLC 0.25% 597,562 $7.7M
12 Magnolia Private Wealth, LLC 0.21% 22,219 $310K
13 WealthPlan Investment Management, LLC 0.20% 255,488 $3.6M
14 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% 35,622 $497K
15 Worth Asset Management, LLC 0.16% 30,472 $425K
16 Innovative Wealth Building LLC 0.16% 15,927 $222K
17 Hilltop Holdings Inc. 0.15% 121,755 $1.7M
18 Trek Financial, LLC 0.14% 191,973 $2.7M
19 Comprehensive Money Management Services LLC 0.14% 15,105 $211K
20 Wealthedge Investment Advisors, LLC 0.13% 24,953 $348K
21 Purpose Unlimited Inc. 0.11% 195,386 $2.7M
22 Federation des caisses Desjardins du Quebec 0.11% 2,224,429 $31.1M
23 OneDigital Investment Advisors LLC 0.08% 594,352 $8.3M
24 Able Wealth Management LLC 0.08% 21,182 $296K
25 Avestar Capital, LLC 0.08% 85,028 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Agf Invts Tr (BTAL)

What does the Smart Money Trend signal show for BTAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BTAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BTAL?

Slight buying edge — 59% buying: Last quarter: 54 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BTAL holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 86 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BTAL?

Mixed — 35% long-term, 33% new: Of the 86 current holders: 30 (35%) held >2 years, 28 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Agf Invts Tr (BTAL) following the 2026 Q1 hedge fund 13F filings?

As of today, BTAL has moved -3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -4.1%. Since the quarter end (March 31, 2026), BTAL has gained -17.7% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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