Global X Morningstar Capital Allocation Leaders ETF
CPTL
42 hedge funds and large institutions have $69.7M invested in Global X Morningstar Capital Allocation Leaders ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $66.2M → $69.7M (+$3.43M)
0% more funds holding
Funds holding: 42 → 42 (0)
2.21% less ownership
Funds ownership: 62.24% → 60.03% (-2.2%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$442K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$433K |
| 3 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$315K |
| 4 |
RW
Rede Wealth
Charlottesville,
Virginia
|
+$207K |
| 5 |
Goldman Sachs
New York
|
+$95.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.29M |
| 2 |
Morgan Stanley
New York
|
-$1.91M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$458K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$254K |
CPTL Hedge Fund Activity: Q2 2026 in Review
42 of the 8,339 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q2 2026, worth a combined $69.7M — up 5.2% from $66.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CPTL positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $442K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $2.29M sold.
- 42 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $69.7M of Global X Morningstar Capital Allocation Leaders ETF stock for Q2 2026, up 5.2% quarter-over-quarter.
- 6 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q2 2026 and 4 closed out, a net change of +2 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q2 2026 was Citadel Advisors, an estimated $442K added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $2.29M sold.
Based on aggregated 13F filings for Q2 2026.