Global X Morningstar Capital Allocation Leaders ETF
CPTL
45 hedge funds and large institutions have $587M invested in Global X Morningstar Capital Allocation Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
24% more capital invested
Capital invested by funds: $475M → $587M (+$113M)
7% more funds holding
Funds holding: 42 → 45 (+3)
0.62% more ownership
Funds ownership: 86.49% → 87.11% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$60.9M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$966K |
| 3 |
LPL Financial
San Diego,
California
|
+$515K |
| 4 |
SIM
Seaview Investment Managers
Miami,
Florida
|
+$405K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$668K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$623K |
| 3 |
Morgan Stanley
New York
|
-$549K |
| 4 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$194K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$190K |
CPTL Hedge Fund Activity: Q4 2021 in Review
45 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2021, worth a combined $587M — up 24% from $475M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CPTL positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $60.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $668K sold.
- 45 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2021, up from 42 in Q3 2021.
- Funds reported $587M of Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 7 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2021 and 3 closed out, a net change of +4 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2021 was Daiwa Securities Group, an estimated $60.9M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $668K sold.
Based on aggregated 13F filings for Q4 2021.