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Global X S&P 500 Catholic Values ETF
CATH

144 hedge funds and large institutions have $418M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $338M → $418M (+$80.1M)

16% more funds holding

Funds holding: 124 → 144 (+20)

3.7% more ownership

Funds ownership: 50.58% → 54.28% (+3.7%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
46
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
+$3.41M
3
CCB
Country Club Bank
Missouri
+$1.27M
4
HTC
Haverford Trust Company
Pennsylvania
+$838K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$813K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.07M
2
DI
DAGCO Inc
Ohio
-$2.06M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$1.76M
4
CTC
Central Trust Company
Missouri
-$1.62M
5
NRI
NFP Retirement Inc
California
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
26
Janiczek Wealth Management
Colorado
$3.23M – – –
TPI
27
Trust Point Inc
Wisconsin
$2.93M +$2.75M +50,560 New
KOC
28
Koss-Olinger Consulting
Florida
$2.62M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.57M +$178K +3,262 +8%
NB
30
Northwest Bancshares
Pennsylvania
$2.56M – – –
AF
31
Allworth Financial
California
$2.51M +$48.5K +891 +2%
SC
32
Savant Capital
Illinois
$2.49M +$48.9K +898 +2%
HTC
33
Haverford Trust Company
Pennsylvania
$2.46M +$838K +15,406 +57%
CSIC
34
Clifford Swan Investment Counsel
California
$2.39M -$24.5K -450 -1%
Comerica Bank
35
Comerica Bank
Texas
$2.39M +$980 +18 +0%
CF
36
Corrigan Financial
Rhode Island
$2.34M – – –
BBNA
37
Bremer Bank National Association
Minnesota
$2.33M -$177K -3,246 -7%
Stifel Financial
38
Stifel Financial
Missouri
$2.29M +$536K +9,845 +33%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.28M -$7.02K -129 -0.3%
FWIA
40
Fort Washington Investment Advisors
Ohio
$2.18M – – –
ANB
41
Amarillo National Bank
Texas
$1.94M – – –
Mariner
42
Mariner
Kansas
$1.67M – – –
NRI
43
NFP Retirement Inc
California
$1.65M -$694K -12,757 -31%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.61M +$16.6K +305 +1%
Creative Planning
45
Creative Planning
Kansas
$1.41M +$61.2K +1,124 +5%
AO
46
Advisor OS
Illinois
$1.23M +$239K +4,392 +26%
CIA
47
Choate Investment Advisors
Massachusetts
$1.14M – – –
AA
48
Alesco Advisors
New York
$1.14M – – –
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M – – –
MA
50
MCF Advisors
Kentucky
$1.13M +$9.91K +182 +0.9%
1
2
3 4 5

CATH Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2023, worth a combined $418M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CATH positions and 2 closed out — a net gain of 21 holders — while 46 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Bank of Montreal, cutting an estimated $8.07M.

  • 144 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2023, up from 124 in Q3 2023.
  • Funds reported $418M of Global X S&P 500 Catholic Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2023 and 2 closed out, a net change of +21 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2023 was Bank of Montreal, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2023.