Global X Morningstar Capital Allocation Leaders ETF
CPTL
44 hedge funds and large institutions have $549M invested in Global X Morningstar Capital Allocation Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $481M → $549M (+$68.4M)
5% more funds holding
Funds holding: 42 → 44 (+2)
0.64% more ownership
Funds ownership: 90.01% → 90.65% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$9.33M |
| 2 |
Goldman Sachs
New York
|
+$4.05M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$730K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$354K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.61M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$673K |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$473K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$224K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$214K |
CPTL Hedge Fund Activity: Q4 2023 in Review
44 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2023, worth a combined $549M — up 14% from $481M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CPTL positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $9.33M. The largest seller was Morgan Stanley, cutting an estimated $1.61M.
- 44 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $549M of Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 7 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2023 was Daiwa Securities Group, an estimated $9.33M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2023 was Morgan Stanley, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2023.