Global X Morningstar Capital Allocation Leaders ETF
CPTL
19 hedge funds and large institutions have $63.4M invested in Global X Morningstar Capital Allocation Leaders ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $55M → $63.4M (+$8.37M)
6% more funds holding
Funds holding: 18 → 19 (+1)
7.66% less ownership
Funds ownership: 77.61% → 69.95% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.15M |
| 2 |
Morgan Stanley
New York
|
+$1.48M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$449K |
| 4 |
LPL Financial
San Diego,
California
|
+$201K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.72M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$109K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$39.2K |
| 4 |
JP Morgan Chase
New York
|
-$9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.78K |
CPTL Hedge Fund Activity: Q4 2019 in Review
19 of the 5,093 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2019, worth a combined $63.4M — up 15% from $55M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CPTL positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $4.15M. The largest seller was Jane Street, exiting entirely with an estimated $1.72M sold.
- 19 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2019, up from 18 in Q3 2019.
- Funds reported $63.4M of Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 5 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2019 was Bank of America, an estimated $4.15M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2019 was Jane Street, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2019.