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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

146 hedge funds and large institutions have $388M invested in Global X S&P 500 Catholic Values ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
47
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$8.31M
2
DI
2
DAGCO Inc
Ohio
$4.84M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.58M
4
CCB
4
Country Club Bank
Missouri
$6.48M
5
HTC
5
Haverford Trust Company
Pennsylvania
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$6.49M
4
UBS Group
4
UBS Group
Switzerland
$1.52M
5
FBT
5
First Bank & Trust
South Dakota
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$3.77M -$731K -11,489 -16%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$3.73M -$172K -2,703 -4%
TPI
28
Trust Point Inc
Wisconsin
$3.2M -$13.6K -213 -0.4%
NB
29
Northwest Bancshares
Pennsylvania
$3.02M +$208K +3,264 +7%
Stifel Financial
30
Stifel Financial
Missouri
$2.9M +$389K +6,116 +16%
AF
31
Allworth Financial
California
$2.75M -$3.12K -49 -0.1%
Comerica Bank
32
Comerica Bank
Texas
$2.63M +$10.5K +165 +0.4%
CSIC
33
Clifford Swan Investment Counsel
California
$2.62M – – –
BBNA
34
Bremer Bank National Association
Minnesota
$2.53M -$28.9K -454 -1%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.42M -$82.5K -1,297 -3%
CF
36
Corrigan Financial
Rhode Island
$2.39M -$177K -2,782 -7%
ANB
37
Amarillo National Bank
Texas
$2.13M – – –
Mariner
38
Mariner
Kansas
$1.95M +$112K +1,754 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.76M -$7.19K -113 -0.4%
SC
40
Savant Capital
Illinois
$1.75M -$983K -15,447 -36%
SPIA
41
Steward Partners Investment Advisory
New York
$1.58M +$1.58M +24,900 New
Creative Planning
42
Creative Planning
Kansas
$1.57M +$20.2K +317 +1%
UBS Group
43
UBS Group
Switzerland
$1.52M -$3.17M -49,838 -68%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.37M -$1.45M -22,823 -52%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.34M +$427K +6,714 +47%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.33M +$93.2K +1,464 +8%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.24M +$106K +1,671 +9%
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M – – –
WSFS
49
Wilmington Savings Fund Society
Delaware
$1.24M +$1.24M +19,495 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$58.4K +918 +5%
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