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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

122 hedge funds and large institutions have $331M invested in Global X S&P 500 Catholic Values ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
34
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$21.9M
2
CCB
2
Country Club Bank
Missouri
$2.05M
3
SC
3
Savant Capital
Illinois
$2.13M
4
Ameriprise
4
Ameriprise
Minnesota
$5.19M
5
Lido Advisors
5
Lido Advisors
California
$616K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.58M
2
Bank of America
2
Bank of America
North Carolina
$34M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
LPL Financial
4
LPL Financial
California
$5.11M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KOC
26
Koss-Olinger Consulting
Florida
$2.65M +$18.7K +343 +0.7%
Polen Capital Management
27
Polen Capital Management
Florida
$2.55M -$331K -6,071 -11%
NRI
28
NFP Retirement Inc
California
$2.46M -$53.2K -978 -2%
NB
29
Northwest Bancshares
Pennsylvania
$2.4M – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$2.38M +$415K +7,619 +21%
BBNA
31
Bremer Bank National Association
Minnesota
$2.36M -$18.7K -343 -0.8%
AF
32
Allworth Financial
California
$2.27M +$216K +3,967 +11%
CSIC
33
Clifford Swan Investment Counsel
California
$2.27M – – –
CF
34
Corrigan Financial
Rhode Island
$2.19M -$14.7K -270 -0.7%
SC
35
Savant Capital
Illinois
$2.13M +$691K +12,687 +48%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.06M +$367K +6,741 +22%
FWIA
37
Fort Washington Investment Advisors
Ohio
$2.05M – – –
CCB
38
Country Club Bank
Missouri
$2.05M +$1.7M +31,625 +498%
ANB
39
Amarillo National Bank
Texas
$1.82M – – –
Mariner
40
Mariner
Kansas
$1.57M – – –
HTC
41
Haverford Trust Company
Pennsylvania
$1.54M +$460K +8,450 +43%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.49M -$2.29K -42 -0.2%
Stifel Financial
43
Stifel Financial
Missouri
$1.38M -$423K -7,769 -23%
Creative Planning
44
Creative Planning
Kansas
$1.31M +$143K +2,629 +12%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M -$436K -7,977 -26%
AA
46
Alesco Advisors
New York
$1.15M – – –
MA
47
MCF Advisors
Kentucky
$1.1M -$55.9K -1,026 -5%
CIA
48
Choate Investment Advisors
Massachusetts
$1.07M – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$1.07M +$95.9K +1,762 +10%
WSFS
50
Wilmington Savings Fund Society
Delaware
$1.06M -$142K -2,605 -12%
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