Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
34 hedge funds and large institutions have $481M invested in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0.95% more ownership
Funds ownership: 81.17% → 82.12% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $511M → $481M (-$29.8M)
11% less funds holding
Funds holding: 38 → 34 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$847K |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$699K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$690K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$185K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$80.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$6.38M |
| 2 |
Morgan Stanley
New York
|
-$1.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$429K |
| 4 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$307K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$206K |
CPTL Hedge Fund Activity: Q3 2022 in Review
34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q3 2022, worth a combined $481M — down 5.8% from $511M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CPTL and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Royal Bank of Canada, adding an estimated $847K. The largest seller was Daiwa Securities Group, cutting an estimated $6.38M.
- 34 institutional investors held Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q3 2022, down from 38 in Q2 2022.
- Funds reported $481M of Global X Funds Global X Morningstar Capital Allocation Leaders ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
- 2 funds opened new Global X Funds Global X Morningstar Capital Allocation Leaders ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $847K added.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF seller in Q3 2022 was Daiwa Securities Group, an estimated $6.38M sold.
Based on aggregated 13F filings for Q3 2022.