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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

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.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.11%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$64.7M
2
CFFNO
2
Common Fund For Nonprofit Organizations
Connecticut
$8.68M
3
CCB
3
Country Club Bank
Missouri
$4.71M
4
HTC
4
Haverford Trust Company
Pennsylvania
$2.46M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.55M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.81M
2
DI
2
DAGCO Inc
Ohio
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$16.4M
4
CTC
4
Central Trust Company
Missouri
$37.7M
5
NRI
5
NFP Retirement Inc
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Janiczek Wealth Management
Colorado
$3.23M – – –
TPI
27
Trust Point Inc
Wisconsin
$2.93M +$2.93M +50,560 New
KOC
28
Koss-Olinger Consulting
Florida
$2.62M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.57M +$189K +3,262 +8%
NB
30
Northwest Bancshares
Pennsylvania
$2.56M – – –
AF
31
Allworth Financial
California
$2.51M +$51.7K +891 +2%
SC
32
Savant Capital
Illinois
$2.49M +$52.1K +898 +2%
HTC
33
Haverford Trust Company
Pennsylvania
$2.46M +$893K +15,406 +57%
CSIC
34
Clifford Swan Investment Counsel
California
$2.39M -$26.1K -450 -1%
Comerica Bank
35
Comerica Bank
Texas
$2.39M +$1.04K +18 +0%
CF
36
Corrigan Financial
Rhode Island
$2.34M – – –
BBNA
37
Bremer Bank National Association
Minnesota
$2.33M -$188K -3,246 -7%
Stifel Financial
38
Stifel Financial
Missouri
$2.29M +$571K +9,845 +33%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.28M -$7.48K -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 -$740K -12,757 -31%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.61M +$17.7K +305 +1%
Creative Planning
45
Creative Planning
Kansas
$1.41M +$65.2K +1,124 +5%
AO
46
Advisor OS
Illinois
$1.23M +$255K +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 +$10.6K +182 +0.9%
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