Global X Morningstar Capital Allocation Leaders ETF
CPTL
7 hedge funds and large institutions have $36M invested in Global X Morningstar Capital Allocation Leaders ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
4% more capital invested
Capital invested by funds: $34.7M → $36M (+$1.33M)
2.19% less ownership
Funds ownership: 95.43% → 93.24% (-2.2%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$65.4K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.6K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$8.88K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$2.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$84.6K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.6K |
CPTL Hedge Fund Activity: Q2 2017 in Review
7 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q2 2017, worth a combined $36M — up 3.8% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CPTL positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Rothschild Investment LLC, adding an estimated $65.4K. The largest seller was Morgan Stanley, cutting an estimated $84.6K.
- 7 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q2 2017, up from 5 in Q1 2017.
- Funds reported $36M of Global X Morningstar Capital Allocation Leaders ETF stock for Q2 2017, up 3.8% quarter-over-quarter.
- 3 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q2 2017 and 1 closed out, a net change of +2 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q2 2017 was Rothschild Investment LLC, an estimated $65.4K added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q2 2017 was Morgan Stanley, an estimated $84.6K sold.
Based on aggregated 13F filings for Q2 2017.