Global X Morningstar Capital Allocation Leaders ETF
CPTL
38 hedge funds and large institutions have $511M invested in Global X Morningstar Capital Allocation Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.
600% more capital inflows, than outflows
Capital inflows: $38.3M | Capital outflows: $5.46M
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.37% less ownership
Funds ownership: 84.54% → 81.17% (-3.4%)
5% less funds holding
Funds holding: 40 → 38 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$435K |
| 3 |
LPL Financial
San Diego,
California
|
+$270K |
| 4 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$232K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.69M |
| 2 |
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$790K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$568K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$561K |
| 5 |
Jane Street
New York
|
-$502K |
CPTL Hedge Fund Activity: Q2 2022 in Review
38 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q2 2022, worth a combined $511M — down 12% from $582M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CPTL and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Daiwa Securities Group, adding an estimated $35M. The largest seller was Royal Bank of Canada, cutting an estimated $1.69M.
- 38 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q2 2022, down from 40 in Q1 2022.
- Funds reported $511M of Global X Morningstar Capital Allocation Leaders ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 4 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q2 2022 and 6 closed out, a net change of -2 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q2 2022 was Daiwa Securities Group, an estimated $35M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2022.