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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

112 hedge funds and large institutions have $307M invested in Global X S&P 500 Catholic Values ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
30
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$13.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$8.51M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$2.22M
4
ANB
4
Amarillo National Bank
Texas
$2.18M
5
Mariner
5
Mariner
Kansas
$1.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.7M
2
BA
2
BCM Advisors
Louisiana
$17.2M
3
MA
3
MCF Advisors
Kentucky
$0
4
SC
4
Savant Capital
Illinois
$1.68M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$2.17M +$241K +4,100 +12%
BDWM
27
Brewin Dolphin Wealth Management
Ireland
$1.96M – – –
JFGIW
28
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87M -$166K -2,825 -8%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.83M +$803K +13,643 +79%
SC
30
Savant Capital
Illinois
$1.68M -$622K -10,564 -27%
Stifel Financial
31
Stifel Financial
Missouri
$1.56M +$290K +4,918 +23%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.51M +$245K +4,163 +19%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$1.45M – – –
Mariner
34
Mariner
Kansas
$1.43M +$1.43M +24,325 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.41M +$477K +8,105 +51%
WSFS
36
Wilmington Savings Fund Society
Delaware
$1.3M – – –
AA
37
Alesco Advisors
New York
$1.3M +$1.3M +22,100 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.25M +$120K +2,038 +11%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.17M +$57.8K +981 +5%
CIA
40
Choate Investment Advisors
Massachusetts
$1.16M – – –
Creative Planning
41
Creative Planning
Kansas
$1.05M +$288K +4,896 +38%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1M +$705K +11,971 +238%
KAS
43
Kestra Advisory Services
Texas
$895K +$358K +6,084 +67%
ICM
44
Islay Capital Management
Texas
$848K – – –
Brown Advisory
45
Brown Advisory
Maryland
$826K +$54.2K +920 +7%
HighTower Advisors
46
HighTower Advisors
Illinois
$821K -$9.61K -163 -1%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$807K -$11.8K -200 -1%
OAJ
48
Ogorek Anthony Joseph
New York
$803K – – –
ST
49
Sentinel Trust
Texas
$799K +$799K +13,562 New
MML Investors Services
50
MML Investors Services
Massachusetts
$641K +$148K +2,522 +30%
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