Global X S&P 500 Catholic Values ETF
CATH
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.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
22% more capital invested
Capital invested by funds: $183M → $224M (+$40.6M)
20% more funds holding
Funds holding: 59 → 71 (+12)
2.46% more ownership
Funds ownership: 47.03% → 49.49% (+2.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$987K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$940K |
| 5 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$4.42M |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$1.84M |
| 3 |
JP Morgan Chase
New York
|
-$287K |
| 4 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
-$249K |
| 5 |
DY
Dowling & Yahnke
San Diego,
California
|
-$223K |
CATH Hedge Fund Activity: Q4 2020 in Review
71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2020, worth a combined $224M — up 22% from $183M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CATH positions and 1 closed out — a net gain of 12 holders — while 26 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.4M. The largest seller was Fund Evaluation Group, cutting an estimated $4.42M.
- 71 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2020, up from 59 in Q3 2020.
- Funds reported $224M of Global X S&P 500 Catholic Values ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 13 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2020 and 1 closed out, a net change of +12 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2020 was Morgan Stanley, an estimated $17.4M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2020 was Fund Evaluation Group, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2020.