Global X Morningstar Capital Allocation Leaders ETF
CPTL
43 hedge funds and large institutions have $603M invested in Global X Morningstar Capital Allocation Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.44% more ownership
Funds ownership: 91.43% → 92.88% (+1.4%)
2% less funds holding
Funds holding: 44 → 43 (-1)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
55% less capital inflows, than outflows
Capital inflows: $22.7M | Capital outflows: $50.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elevation Capital Advisory
Bend,
Oregon
|
+$10.2M |
| 2 |
GeoWealth Management
Chicago,
Illinois
|
+$10.2M |
| 3 |
Goldman Sachs
New York
|
+$634K |
| 4 |
LPL Financial
San Diego,
California
|
+$598K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$47M |
| 2 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.13M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$329K |
| 4 |
Jane Street
New York
|
-$287K |
| 5 |
Morgan Stanley
New York
|
-$169K |
CPTL Hedge Fund Activity: Q3 2024 in Review
43 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q3 2024, worth a combined $603M — up 0.99% from $597M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CPTL and 2 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $10.2M. The largest seller was Daiwa Securities Group, cutting an estimated $47M.
- 43 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q3 2024, down from 44 in Q2 2024.
- Funds reported $603M of Global X Morningstar Capital Allocation Leaders ETF stock for Q3 2024, up 0.99% quarter-over-quarter.
- 2 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q3 2024 was Elevation Capital Advisory, an estimated $10.2M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q3 2024 was Daiwa Securities Group, an estimated $47M sold.
Based on aggregated 13F filings for Q3 2024.