Global X Morningstar Capital Allocation Leaders ETF
CPTL
48 hedge funds and large institutions have $578M invested in Global X Morningstar Capital Allocation Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
12% more funds holding
Funds holding: 43 → 48 (+5)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
1% less ownership
Funds ownership: 92.88% → 91.87% (-1%)
78% less capital inflows, than outflows
Capital inflows: $7.06M | Capital outflows: $31.4M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.58M |
| 2 |
Goldman Sachs
New York
|
+$1.54M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$334K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$332K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GeoWealth Management
Chicago,
Illinois
|
-$11M |
| 2 |
Elevation Capital Advisory
Bend,
Oregon
|
-$10.6M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$7.94M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$463K |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$272K |
CPTL Hedge Fund Activity: Q4 2024 in Review
48 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2024, worth a combined $578M — down 4.1% from $603M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CPTL positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.58M. The largest seller was GeoWealth Management, cutting an estimated $11M.
- 48 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2024, up from 43 in Q3 2024.
- Funds reported $578M of Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2024, down 4.1% quarter-over-quarter.
- 8 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $3.58M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2024 was GeoWealth Management, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2024.