Global X Morningstar Capital Allocation Leaders ETF
CPTL
42 hedge funds and large institutions have $69M invested in Global X Morningstar Capital Allocation Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
7% less funds holding
Funds holding: 45 → 42 (-3)
17.11% less ownership
Funds ownership: 77.04% → 59.92% (-17%)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
87% less capital invested
Capital invested by funds: $512M → $69M (-$443M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.65M |
| 2 |
Two Sigma Investments
New York
|
+$460K |
| 3 |
Goldman Sachs
New York
|
+$416K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$275K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$397M |
| 2 |
Morgan Stanley
New York
|
-$46.7M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$8.3M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$752K |
| 5 |
Jane Street
New York
|
-$462K |
CPTL Hedge Fund Activity: Q4 2025 in Review
42 of the 8,280 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q4 2025, worth a combined $69M — down 87% from $512M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CPTL and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.65M. The largest seller was Daiwa Securities Group, cutting an estimated $397M.
- 42 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q4 2025, down from 45 in Q3 2025.
- Funds reported $69M of Global X Morningstar Capital Allocation Leaders ETF stock for Q4 2025, down 87% quarter-over-quarter.
- 3 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q4 2025 and 6 closed out, a net change of -3 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.65M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q4 2025 was Daiwa Securities Group, an estimated $397M sold.
Based on aggregated 13F filings for Q4 2025.