Global X Morningstar Capital Allocation Leaders ETF
CPTL
45 hedge funds and large institutions have $512M invested in Global X Morningstar Capital Allocation Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
13% more funds holding
Funds holding: 40 → 45 (+5)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
15% less capital invested
Capital invested by funds: $599M → $512M (-$87M)
15.53% less ownership
Funds ownership: 92.57% → 77.04% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$8.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$911K |
| 3 |
Jane Street
New York
|
+$448K |
| 4 |
SI
Seeds Investor
New York
|
+$425K |
| 5 |
LPL Financial
San Diego,
California
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$130M |
| 2 |
Citigroup
New York
|
-$2.93M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$745K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$608K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$374K |
CPTL Hedge Fund Activity: Q3 2025 in Review
45 of the 7,643 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q3 2025, worth a combined $512M — down 15% from $599M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CPTL positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $8.04M. The largest seller was Daiwa Securities Group, cutting an estimated $130M.
- 45 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q3 2025, up from 40 in Q2 2025.
- Funds reported $512M of Global X Morningstar Capital Allocation Leaders ETF stock for Q3 2025, down 15% quarter-over-quarter.
- 10 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q3 2025 was Elevation Capital Advisory, an estimated $8.04M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q3 2025 was Daiwa Securities Group, an estimated $130M sold.
Based on aggregated 13F filings for Q3 2025.