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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

89 hedge funds and large institutions have $258M invested in Global X S&P 500 Catholic Values ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
33
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FBT
1
First Bank & Trust
South Dakota
$6.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$5.39M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$933K
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.86M
5
Creative Planning
5
Creative Planning
Kansas
$694K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.9M
2
CAM
2
Cozad Asset Management
Illinois
$0
3
AWM
3
AE Wealth Management
Kansas
$232K
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$6.63M
5
RA
5
RFG Advisory
Alabama
$284K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.33M – – –
WSFS
27
Wilmington Savings Fund Society
Delaware
$1.19M – – –
Stifel Financial
28
Stifel Financial
Missouri
$1.16M +$117K +2,164 +11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.16M +$809 +15 +0.1%
MA
30
MCF Advisors
Kentucky
$1.1M -$41.9K -778 -4%
CIA
31
Choate Investment Advisors
Massachusetts
$1.07M – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$1.04M +$65K +1,206 +7%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.02M – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$933K +$933K +17,346 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$852K +$78.4K +1,454 +10%
ICM
36
Islay Capital Management
Texas
$776K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$760K +$184K +3,415 +32%
CPSAC
38
Chas P. Smith & Associates (CPS)
Florida
$750K – – –
OAJ
39
Ogorek Anthony Joseph
New York
$735K +$3.02K +56 +0.4%
Brown Advisory
40
Brown Advisory
Maryland
$706K +$318K +5,898 +82%
Creative Planning
41
Creative Planning
Kansas
$694K +$694K +12,866 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$643K +$432K +8,006 +205%
Northern Trust
43
Northern Trust
Illinois
$551K – – –
LWM
44
Laidlaw Wealth Management
New York
$501K +$49K +908 +11%
IBOK
45
Independence Bank of Kentucky
Kentucky
$493K – – –
KAS
46
Kestra Advisory Services
Texas
$491K -$21.7K -403 -4%
MFA
47
McClarren Financial Advisors
Pennsylvania
$466K +$1.56K +29 +0.3%
SAM
48
Silvercrest Asset Management
New York
$452K – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$451K +$451K +8,367 New
OIA
50
OneDigital Investment Advisors
Kansas
$438K +$34K +631 +8%
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