Global X Morningstar Capital Allocation Leaders ETF
CPTL
43 hedge funds and large institutions have $577M invested in Global X Morningstar Capital Allocation Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.
5% more capital invested
Capital invested by funds: $549M → $577M (+$27.7M)
0.07% more ownership
Funds ownership: 90.65% → 90.72% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 44 → 43 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.22M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$483K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$455K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$407K |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$17.2M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.2M |
| 3 |
Goldman Sachs
New York
|
-$878K |
| 4 |
Morgan Stanley
New York
|
-$483K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$166K |
CPTL Hedge Fund Activity: Q1 2024 in Review
43 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q1 2024, worth a combined $577M — up 5% from $549M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CPTL and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 9 added.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.22M. The largest seller was Daiwa Securities Group, cutting an estimated $17.2M.
- 43 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q1 2024, down from 44 in Q4 2023.
- Funds reported $577M of Global X Morningstar Capital Allocation Leaders ETF stock for Q1 2024, up 5% quarter-over-quarter.
- 5 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q1 2024 was Cetera Advisors, an estimated $1.22M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q1 2024 was Daiwa Securities Group, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2024.