Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AGF INVTS TR (BTAL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BTAL

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (96% of max)

96% of all-time peak
75 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

45 buying38 selling
Last quarter: 45 funds bought or added vs 38 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BTAL position: 16 → 25 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 33% new

39% conviction (2yr+) 28% medium 33% new
Of the 75 current holders: 29 (39%) held >2 years, 21 held 1–2 years, and 25 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 — ~25 new funds/quarter

15 → 16 → 25 → 16 → 25 new funds/Q
New funds entering each quarter: 16 → 25 → 16 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 19% 1-2yr 36% new
Of 75 current holders: 34 (45%) 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 — 18% AUM from top-100

18% from top-100 AUM funds
8 of 75 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BTAL
2026 Q1 Stats Unlock in 22 days 75 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 65 15.38%
13F Shares 12M 15M -19.8%
Total Value $173M $238M -27.61%
New Positions 25 16 +9
Increased Positions 20 25 -5
Closed Positions 15 23 -8
Reduced Positions 23 19 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTAL

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

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

Top 19 institutional holders of BTAL — 2025 Q4 · 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 Latitude Advisors, LLC 0.86% 134,046 $1.9M
4 Ferguson Shapiro LLC 0.26% 60,400 $843K
5 Krilogy Financial LLC 0.25% 597,562 $7.7M
6 Magnolia Private Wealth, LLC 0.21% 22,219 $310K
7 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% 35,622 $497K
8 Worth Asset Management, LLC 0.16% 30,472 $425K
9 Comprehensive Money Management Services LLC 0.14% 15,105 $211K
10 Able Wealth Management LLC 0.08% 21,182 $296K
11 SILVERLAKE WEALTH MANAGEMENT LLC 0.05% 17,758 $248K
12 NBC SECURITIES, INC. 0.04% 42,343 $591K
13 Dynamic Advisor Solutions LLC 0.03% 62,135 $867K
14 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 29,424 $411K
15 IFP Advisors, Inc 0.01% 35,572 $497K
16 EVOLUTION WEALTH MANAGEMENT INC. 0.00% 200 $3K
17 Farther Finance Advisors, LLC 0.00% 4,512 $62K
18 Mosley Wealth Management 0.00% 79 $1K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,547 $189K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 45 funds bought or added vs 38 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 — 18% AUM from top-100: 8 of 75 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BTAL?

Mixed — 39% long-term, 33% new: Of the 75 current holders: 29 (39%) held >2 years, 21 held 1–2 years, and 25 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.

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.