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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

50 hedge funds and large institutions have $88.8M invested in Global X S&P 500 Catholic Values ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
13
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24.1M
2
CSIC
2
Clifford Swan Investment Counsel
California
$2.16M
3
CB
3
Commerce Bank
Missouri
$1.58M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M
5
Jane Street
5
Jane Street
New York
$699K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$238K
2
Citadel Advisors
2
Citadel Advisors
Florida
$686K
3
BA
3
BCM Advisors
Louisiana
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$932K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MCF Advisors
Kentucky
$335K -$29.6K -753 -8%
Truist Financial
27
Truist Financial
North Carolina
$310K +$310K +7,867 New
HighTower Advisors
28
HighTower Advisors
Illinois
$306K -$2.88K -73 -0.9%
CTC
29
Central Trust Company
Missouri
$300K +$58.8K +1,490 +24%
Brown Advisory
30
Brown Advisory
Maryland
$273K +$15K +382 +6%
SAM
31
Silvercrest Asset Management
New York
$256K – – –
MBT
32
Montecito Bank & Trust
California
$252K – – –
CCT
33
Country Club Trust
Missouri
$250K +$250K +6,350 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$246K -$868 -22 -0.4%
Ameriprise
35
Ameriprise
Minnesota
$238K -$1.87M -47,344 -89%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$217K – – –
AG
37
Advisor Group
Arizona
$162K +$122K +3,100 +308%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$141K – – –
IBOK
39
Independence Bank of Kentucky
Kentucky
$140K – – –
VCP
40
Verus Capital Partners
Arizona
$39K +$39K +1,000 New
Wells Fargo
41
Wells Fargo
California
$28K +$28K +710 +71,000%
SIAP
42
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
M
43
MOTCO
Texas
$18K – – –
QAM
44
QCI Asset Management
New York
$17K +$6.96K +180 +69%
ME
45
McIlrath & Eck
Washington
$14K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$14K +$4.41K +115 +46%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$8K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$6K +$6K +145 New
KWM
49
Keebeck Wealth Management
Illinois
$3K +$3K +100 New
CFA
50
Carroll Financial Associates
North Carolina
– -$3K -100 Closed
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