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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

184 hedge funds and large institutions have $469M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 6 closing their positions.

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
61
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
1
Central Trust Company
Missouri
$42M 556,980 -71,818 -11%
Bank of America
2
Bank of America
North Carolina
$40.8M 541,271 -342,389 -39%
FEG
3
Fund Evaluation Group
Ohio
$35.9M 476,073 -10,297 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M 441,396 +37,331 +9%
Truist Financial
5
Truist Financial
North Carolina
$20.5M 271,579 -6,068 -2%
BA
6
BCM Advisors
Louisiana
$18.7M 241,587 +6,629 +3%
Wells Fargo
7
Wells Fargo
California
$17.4M 230,933 +13,343 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$11.2M 148,204 +3,074 +2%
FWIA
9
Fort Washington Investment Advisors
Ohio
$10.8M 142,830 +4,727 +3%
LPL Financial
10
LPL Financial
California
$10.2M 134,730 -476 -0.4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10M 132,930 +3,575 +3%
CFFNO
12
Common Fund For Nonprofit Organizations
Connecticut
$9.93M 131,583 – –
CB
13
Commerce Bank
Missouri
$9.51M 126,060 +415 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.97M 92,367 +1,054 +1%
Ameriprise
15
Ameriprise
Minnesota
$6.85M 90,833 +390 +0.4%
Aristotle Capital Management
16
Aristotle Capital Management
California
$6.77M 89,750 -3,095 -3%
FBT
17
First Bank & Trust
South Dakota
$6.76M 89,562 – –
CCB
18
Country Club Bank
Missouri
$6.34M 84,755 +9,625 +13%
AF
19
Allworth Financial
California
$5.55M 73,558 +18,271 +33%
DI
20
DAGCO Inc
Ohio
$5.38M 71,295 -2,430 -3%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$5.18M 68,691 -11,684 -15%
SC
22
Savant Capital
Illinois
$5M 66,333 +37,974 +134%
Cerity Partners
23
Cerity Partners
New York
$4.62M 61,274 – –
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.6M 61,009 +361 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.33M 57,385 -2,600 -4%
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