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Global X S&P 500 Catholic Values ETF
CATH

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

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

26% more funds holding

Funds holding: 89 → 112 (+23)

19% more capital invested

Capital invested by funds: $258M → $307M (+$48.8M)

1.03% more ownership

Funds ownership: 46.45% → 47.49% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.72%
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

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.1M
2
Polen Capital Management
Polen Capital Management
Florida
+$2.56M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$2.16M
4
ANB
Amarillo National Bank
Texas
+$2.12M
5
Mariner
Mariner
Kansas
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.73M
2
BA
BCM Advisors
Louisiana
-$1.31M
3
MA
MCF Advisors
Kentucky
-$1.1M
4
SC
Savant Capital
Illinois
-$605K
5
NAS
Nicolet Advisory Services
Wisconsin
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$2.17M +$235K +4,100 +12%
BDWM
27
Brewin Dolphin Wealth Management
Ireland
$1.96M – – –
JFGIW
28
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87M -$162K -2,825 -8%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.82M +$781K +13,643 +79%
SC
30
Savant Capital
Illinois
$1.68M -$605K -10,564 -27%
Stifel Financial
31
Stifel Financial
Missouri
$1.56M +$282K +4,918 +23%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.51M +$238K +4,163 +19%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.45M – – –
Mariner
34
Mariner
Kansas
$1.43M +$1.39M +24,325 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.41M +$464K +8,105 +51%
WSFS
36
Wilmington Savings Fund Society
Delaware
$1.3M – – –
AA
37
Alesco Advisors
New York
$1.3M +$1.27M +22,100 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.25M +$117K +2,038 +11%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.17M +$56.2K +981 +5%
CIA
40
Choate Investment Advisors
Massachusetts
$1.16M – – –
Creative Planning
41
Creative Planning
Kansas
$1.05M +$280K +4,896 +38%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1M +$686K +11,971 +238%
KAS
43
Kestra Advisory Services
Texas
$895K +$348K +6,084 +67%
ICM
44
Islay Capital Management
Texas
$848K – – –
Brown Advisory
45
Brown Advisory
Maryland
$826K +$52.7K +920 +7%
HighTower Advisors
46
HighTower Advisors
Illinois
$821K -$9.34K -163 -1%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$807K -$11.5K -200 -1%
OAJ
48
Ogorek Anthony Joseph
New York
$803K – – –
ST
49
Sentinel Trust
Texas
$799K +$777K +13,562 New
MML Investors Services
50
MML Investors Services
Massachusetts
$641K +$144K +2,522 +30%
1
2
3 4 5

CATH Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2021, worth a combined $307M — up 19% from $258M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CATH positions and 5 closed out — a net gain of 24 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $4.73M.

  • 112 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $307M of Global X S&P 500 Catholic Values ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2021 and 5 closed out, a net change of +24 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2021 was Bank of Montreal, an estimated $13.1M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2021 was Morgan Stanley, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2021.