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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

71 hedge funds and large institutions have $224M invested in Global X S&P 500 Catholic Values ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
26
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.65M
4
Ameriprise
4
Ameriprise
Minnesota
$1.58M
5
BA
5
BCM Advisors
Louisiana
$12M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$11.4M
2
JWM
2
Janiczek Wealth Management
Colorado
$2.58M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
CSIC
4
Clifford Swan Investment Counsel
California
$2.18M
5
DY
5
Dowling & Yahnke
California
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$987K +$3.65K +79 +0.4%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$878K – – –
Goldman Sachs
28
Goldman Sachs
New York
$820K – – –
FWP
29
Firethorn Wealth Partners
Georgia
$751K +$751K +16,248 New
Osaic Holdings
30
Osaic Holdings
Arizona
$673K +$163K +3,515 +32%
KAS
31
Kestra Advisory Services
Texas
$634K +$100K +2,176 +19%
M&T Bank
32
M&T Bank
New York
$628K – – –
Stifel Financial
33
Stifel Financial
Missouri
$626K +$12.9K +278 +2%
CIA
34
Choate Investment Advisors
Massachusetts
$557K – – –
Brown Advisory
35
Brown Advisory
Maryland
$464K +$55.8K +1,208 +14%
IBOK
36
Independence Bank of Kentucky
Kentucky
$423K +$24.3K +525 +6%
LWM
37
Laidlaw Wealth Management
New York
$413K +$413K +8,930 New
CTC
38
Central Trust Company
Missouri
$409K +$38.1K +824 +10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$401K +$82.1K +1,776 +26%
SAM
40
Silvercrest Asset Management
New York
$387K – – –
BW
41
Bison Wealth
Georgia
$379K -$9.24K -200 -2%
Truist Financial
42
Truist Financial
North Carolina
$347K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$344K -$23.7K -513 -6%
OIA
44
OneDigital Investment Advisors
Kansas
$344K +$33.3K +720 +11%
AWA
45
Arete Wealth Advisors
Illinois
$333K -$24.2K -523 -7%
MA
46
MJP Associates
Connecticut
$333K +$333K +7,205 New
CCT
47
Country Club Trust
Missouri
$292K – – –
CAM
48
Cozad Asset Management
Illinois
$292K +$292K +6,310 New
MBT
49
Montecito Bank & Trust
California
$268K – – –
DW
50
Domani Wealth
Pennsylvania
$266K +$266K +5,761 New
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