Global X S&P 500 Catholic Values ETF (CATH)

• Market cap: $860M
• 1 day: -1.15%
• 5 days: 1.43%
• 1 month: -4.26%
• 3 months: -6.18%
• 6 months: -0.65%
• Year to date: -2.78%
• 1 year: 8.87%
• 5 years: 113.50%
• 10 years: 171.76%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

116% more capital invested

Capital invested by funds: $413M [Q3] → $892M (+$479M) [Q4]

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

4% more funds holding

Funds holding: 171 [Q3] → 178 (+7) [Q4]

2.16% more ownership

Funds ownership: 45.74% [Q3] → 47.9% (+2.16%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]