Global X Morningstar Capital Allocation Leaders ETF
CPTL
40 hedge funds and large institutions have $582M invested in Global X Morningstar Capital Allocation Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $587M → $582M (-$4.94M)
2.56% less ownership
Funds ownership: 87.11% → 84.54% (-2.6%)
11% less funds holding
Funds holding: 45 → 40 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$43M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.2M |
| 3 |
Jane Street
New York
|
+$493K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$298K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.1M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 4 |
LPL Financial
San Diego,
California
|
-$615K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$547K |
CPTL Hedge Fund Activity: Q1 2022 in Review
40 of the 6,361 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q1 2022, worth a combined $582M — down 0.84% from $587M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CPTL and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was Daiwa Securities Group, adding an estimated $43M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.
- 40 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q1 2022, down from 45 in Q4 2021.
- Funds reported $582M of Global X Morningstar Capital Allocation Leaders ETF stock for Q1 2022, down 0.84% quarter-over-quarter.
- 5 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q1 2022 was Daiwa Securities Group, an estimated $43M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q1 2022 was Morgan Stanley, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2022.