Global X S&P 500 Catholic Values ETF
CATH
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.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
22% more funds holding
Funds holding: 41 → 50 (+9)
19% more capital invested
Capital invested by funds: $74.8M → $88.8M (+$14M)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
0.96% more ownership
Funds ownership: 28.28% → 29.23% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.83M |
| 2 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
+$2.07M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$1.52M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.27M |
| 5 |
Jane Street
New York
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$571K |
| 3 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$523K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$66.5K |
| 5 |
Morgan Stanley
New York
|
-$57.3K |
CATH Hedge Fund Activity: Q4 2019 in Review
50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2019, worth a combined $88.8M — up 19% from $74.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CATH positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Ameriprise, cutting an estimated $1.79M.
- 50 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2019, up from 41 in Q3 2019.
- Funds reported $88.8M of Global X S&P 500 Catholic Values ETF stock for Q4 2019, up 19% quarter-over-quarter.
- 11 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2019 and 1 closed out, a net change of +10 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2019 was Bank of America, an estimated $2.83M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2019 was Ameriprise, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2019.