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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

117 hedge funds and large institutions have $318M invested in Global X S&P 500 Catholic Values ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
49
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.8M
3
Truist Financial
3
Truist Financial
North Carolina
$13.9M
4
FEG
4
Fund Evaluation Group
Ohio
$17M
5
AF
5
Allworth Financial
California
$1.89M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$2.66M
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
SWM
4
Sendero Wealth Management
Texas
$0
5
LPL Financial
5
LPL Financial
California
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
Intercontinental Wealth Advisors
Texas
$2.53M +$9.29K +185 +0.4%
KOC
27
Koss-Olinger Consulting
Florida
$2.43M – – –
NRI
28
NFP Retirement Inc
California
$2.32M -$115K -2,288 -5%
NB
29
Northwest Bancshares
Pennsylvania
$2.22M -$25.5K -507 -1%
BBNA
30
Bremer Bank National Association
Minnesota
$2.2M +$292K +5,807 +15%
CSIC
31
Clifford Swan Investment Counsel
California
$2.09M – – –
CF
32
Corrigan Financial
Rhode Island
$2.04M +$10.7K +213 +0.5%
AF
33
Allworth Financial
California
$1.89M +$999K +19,909 +112%
FWIA
34
Fort Washington Investment Advisors
Ohio
$1.89M – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$1.81M +$180K +3,595 +11%
ANB
36
Amarillo National Bank
Texas
$1.68M – – –
Stifel Financial
37
Stifel Financial
Missouri
$1.67M -$31.1K -620 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.56M +$73.1K +1,456 +5%
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M -$100K -1,999 -6%
Mariner
40
Mariner
Kansas
$1.45M – – –
SC
41
Savant Capital
Illinois
$1.33M -$423K -8,417 -24%
WSFS
42
Wilmington Savings Fund Society
Delaware
$1.11M – – –
Creative Planning
43
Creative Planning
Kansas
$1.08M +$5.62K +112 +0.5%
MA
44
MCF Advisors
Kentucky
$1.06M -$9.79K -195 -0.9%
AA
45
Alesco Advisors
New York
$1.06M -$417K -8,310 -28%
HTC
46
Haverford Trust Company
Pennsylvania
$995K +$301K +6,000 +43%
CIA
47
Choate Investment Advisors
Massachusetts
$991K – – –
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$964K +$75.8K +1,510 +9%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$900K +$17.5K +348 +2%
Osaic Holdings
50
Osaic Holdings
Arizona
$894K -$42.5K -846 -5%
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