Global X Morningstar Capital Allocation Leaders ETF
CPTL
42 hedge funds and large institutions have $66.2M invested in Global X Morningstar Capital Allocation Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
2.31% more ownership
Funds ownership: 59.92% → 62.24% (+2.3%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less capital invested
Capital invested by funds: $69M → $66.2M (-$2.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.37M |
| 2 |
NF
Napier Financial
Braintree,
Massachusetts
|
+$1.22M |
| 3 |
Goldman Sachs
New York
|
+$445K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$377K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.74M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.38M |
| 3 |
Two Sigma Investments
New York
|
-$760K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$399K |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$251K |
CPTL Hedge Fund Activity: Q1 2026 in Review
42 of the 8,203 institutional investors tracked by Wall St. Rank reported a position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) for Q1 2026, worth a combined $66.2M — down 4% from $69M a quarter earlier.
Fund positioning in CPTL was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 8 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.
- 42 institutional investors held Global X Morningstar Capital Allocation Leaders ETF (CPTL) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $66.2M of Global X Morningstar Capital Allocation Leaders ETF stock for Q1 2026, down 4% quarter-over-quarter.
- 6 funds opened new Global X Morningstar Capital Allocation Leaders ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
- The largest Global X Morningstar Capital Allocation Leaders ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.37M added.
- The largest Global X Morningstar Capital Allocation Leaders ETF seller in Q1 2026 was Morgan Stanley, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2026.