Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
18 hedge funds and large institutions have $40.3M invested in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.13% less ownership
Funds ownership: 80.14% → 80.01% (-0.13%)
14% less capital invested
Capital invested by funds: $46.9M → $40.3M (-$6.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$374K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.2K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$77.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$870K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$535K |
| 3 |
Morgan Stanley
New York
|
-$274K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$29.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.8K |
CPTL Hedge Fund Activity: Q4 2018 in Review
18 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2018, worth a combined $40.3M — down 14% from $46.9M a quarter earlier.
Fund positioning in CPTL was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $374K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $870K.
- 18 institutional investors held Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $40.3M of Global X Funds Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2018, down 14% quarter-over-quarter.
- 1 fund opened new Global X Funds Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $374K added.
- The largest Global X Funds Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $870K sold.
Based on aggregated 13F filings for Q4 2018.