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Global X S&P 500 Catholic Values ETF
CATH

115 hedge funds and large institutions have $216M invested in Global X S&P 500 Catholic Values ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.04% more ownership

Funds ownership: 43.25% → 45.29% (+2%)

1% more funds holding

Funds holding: 114 → 115 (+1)

1% more capital invested

Capital invested by funds: $215M → $216M (+$1.13M)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
54
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWA
Intercontinental Wealth Advisors
Texas
+$2.4M
2
FEG
Fund Evaluation Group
Ohio
+$1.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
4
ST
Sentinel Trust
Texas
+$1.66M
5
KOC
Koss-Olinger Consulting
Florida
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Jane Street
Jane Street
New York
-$1.34M
3
Polen Capital Management
Polen Capital Management
Florida
-$479K
4
NA
NewEdge Advisors
Louisiana
-$293K
5
ICM
Islay Capital Management
Texas
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$2.02M +$562K +11,591 +34%
CSIC
27
Clifford Swan Investment Counsel
California
$1.84M – – –
BBNA
28
Bremer Bank National Association
Minnesota
$1.76M +$220K +4,542 +13%
FWIA
29
Fort Washington Investment Advisors
Ohio
$1.64M – – –
CF
30
Corrigan Financial
Rhode Island
$1.57M +$194 +4 +0%
ANB
31
Amarillo National Bank
Texas
$1.57M – – –
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M +$101K +2,091 +7%
KOC
33
Koss-Olinger Consulting
Florida
$1.41M +$1.57M +32,384 New
MML Investors Services
34
MML Investors Services
Massachusetts
$1.29M +$592K +12,201 +71%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.28M +$160K +3,303 +13%
Mariner
36
Mariner
Kansas
$1.26M – – –
Truist Financial
37
Truist Financial
North Carolina
$1.19M – – –
Creative Planning
38
Creative Planning
Kansas
$1.13M +$302K +6,215 +31%
Jane Street
39
Jane Street
New York
$1.08M -$1.34M -27,664 -53%
SWM
40
Sendero Wealth Management
Texas
$1.01M +$1.12M +23,105 New
WSFS
41
Wilmington Savings Fund Society
Delaware
$965K – – –
MA
42
MCF Advisors
Kentucky
$925K -$8.49K -175 -0.8%
AA
43
Alesco Advisors
New York
$893K -$41.2K -850 -4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$876K +$95.4K +1,967 +11%
CIA
45
Choate Investment Advisors
Massachusetts
$862K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$791K +$28.1K +580 +3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$767K -$46.9K -966 -5%
OIA
48
OneDigital Investment Advisors
Kansas
$746K +$1.89K +39 +0.2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$744K -$137K -2,819 -14%
NB
50
Nicolet Bankshares
Wisconsin
$718K +$15.1K +312 +2%
1
2
3 4 5

CATH Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2022, worth a combined $216M — up 0.53% from $215M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CATH positions and 8 closed out — a net gain of 2 holders — while 54 added to existing stakes and 19 trimmed.

The largest buyer was Intercontinental Wealth Advisors, opening a new position worth an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 115 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2022, up from 114 in Q2 2022.
  • Funds reported $216M of Global X S&P 500 Catholic Values ETF stock for Q3 2022, up 0.53% quarter-over-quarter.
  • 10 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2022 and 8 closed out, a net change of +2 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2022 was Intercontinental Wealth Advisors, an estimated $2.4M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2022 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2022.