Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
18 hedge funds and large institutions have $46.9M invested in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 12 → 18 (+6)
7% more capital invested
Capital invested by funds: $43.9M → $46.9M (+$2.97M)
1.36% less ownership
Funds ownership: 81.5% → 80.14% (-1.4%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$525K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$407K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$102K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$72.5K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$43.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.7K |
CPTL Hedge Fund Activity: Q3 2018 in Review
18 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q3 2018, worth a combined $46.9M — up 6.8% from $43.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CPTL positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $525K. The largest seller was Morgan Stanley, cutting an estimated $1M.
- 18 institutional investors held Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q3 2018, up from 12 in Q2 2018.
- Funds reported $46.9M of Global X Funds Global X Morningstar Capital Allocation Leaders ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
- 6 funds opened new Global X Funds Global X Morningstar Capital Allocation Leaders ETF positions in Q3 2018 and 0 closed out, a net change of +6 holders.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF buyer in Q3 2018 was Citadel Advisors, an estimated $525K added.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF seller in Q3 2018 was Morgan Stanley, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2018.