Global X Funds Global X Morningstar Capital Allocation Leaders ETF

CPTL

Market cap $120M

CPTL Hedge Fund Activity: Q1 2026 in Review

42 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q1 2026, worth a combined $66.2M — down 4% from $69M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CPTL positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.

• 42 institutional investors held Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q1 2026, unchanged from Q4 2025.
• Funds reported $66.2M of Global X Funds Global X Morningstar Capital Allocation Leaders ETF stock for Q1 2026, down 4% quarter-over-quarter.
• 6 funds opened new Global X Funds Global X Morningstar Capital Allocation Leaders ETF positions in Q1 2026 and 5 closed out, a net change of +1 holder.
• The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.37M added.
• The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF seller in Q1 2026 was Morgan Stanley, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2026.