Global X Morningstar Capital Allocation Leaders ETF
CPTL
42 hedge funds and large institutions have $475M invested in Global X Morningstar Capital Allocation Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 1 closing their positions.
6,679% more capital inflows, than outflows
Capital inflows: $59.2M | Capital outflows: $873K
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
5% more funds holding
Funds holding: 40 → 42 (+2)
1.91% less ownership
Funds ownership: 88.4% → 86.49% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$55.2M |
| 2 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.56M |
| 3 |
Morgan Stanley
New York
|
+$533K |
| 4 |
LPL Financial
San Diego,
California
|
+$348K |
| 5 |
WFA of San Diego
San Diego,
California
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$363K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$302K |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$72.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$62.1K |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$34.9K |
CPTL Hedge Fund Activity: Q3 2021 in Review
42 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q3 2021, worth a combined $475M — up 14% from $417M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPTL positions and 1 closed out — a net gain of 3 holders — while 20 added to existing stakes and 10 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $55.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $363K sold.
- 42 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q3 2021, up from 40 in Q2 2021.
- Funds reported $475M of Global X Morningstar Capital Allocation Leaders ETF stock for Q3 2021, up 14% quarter-over-quarter.
- 4 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q3 2021 and 1 closed out, a net change of +3 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q3 2021 was Daiwa Securities Group, an estimated $55.2M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q3 2021 was Citadel Advisors, an estimated $363K sold.
Based on aggregated 13F filings for Q3 2021.