Global X Morningstar Capital Allocation Leaders ETF
CPTL
40 hedge funds and large institutions have $599M invested in Global X Morningstar Capital Allocation Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.
91% more capital inflows, than outflows
Capital inflows: $23.2M | Capital outflows: $12.2M
0.95% more ownership
Funds ownership: 91.62% → 92.57% (+0.95%)
5% less funds holding
Funds holding: 42 → 40 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$18.9M |
| 2 |
Citigroup
New York
|
+$2.64M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$607K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$516K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.9M |
| 2 |
Jane Street
New York
|
-$574K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$274K |
| 4 |
Flow Traders U.S.
New York
|
-$256K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$231K |
CPTL Hedge Fund Activity: Q2 2025 in Review
40 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q2 2025, worth a combined $599M — up 10% from $543M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CPTL and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 10 added.
The largest buyer was Daiwa Securities Group, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $9.9M.
- 40 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q2 2025, down from 42 in Q1 2025.
- Funds reported $599M of Global X Morningstar Capital Allocation Leaders ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 5 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q2 2025 and 6 closed out, a net change of -1 holder.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q2 2025 was Daiwa Securities Group, an estimated $18.9M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q2 2025 was Morgan Stanley, an estimated $9.9M sold.
Based on aggregated 13F filings for Q2 2025.