Global X Morningstar Capital Allocation Leaders ETF
CPTL
41 hedge funds and large institutions have $614M invested in Global X Morningstar Capital Allocation Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
3% more funds holding
Funds holding: 40 → 41 (+1)
5% more capital invested
Capital invested by funds: $587M → $614M (+$27M)
0.28% more ownership
Funds ownership: 91.28% → 91.56% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$219K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$213K |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$163K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$140K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$1.63M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1.1M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$712K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$437K |
| 5 |
RW
Rede Wealth
Charlottesville,
Virginia
|
-$221K |
CPTL Hedge Fund Activity: Q2 2023 in Review
41 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q2 2023, worth a combined $614M — up 4.6% from $587M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CPTL positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $219K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $1.63M sold.
- 41 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q2 2023, up from 40 in Q1 2023.
- Funds reported $614M of Global X Morningstar Capital Allocation Leaders ETF stock for Q2 2023, up 4.6% quarter-over-quarter.
- 5 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q2 2023 was Flow Traders U.S., an estimated $219K added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q2 2023 was WCG Wealth Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q2 2023.