CATH icon

Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
48
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$13.6M
2
ACGA
2
Atlanta Consulting Group Advisors
Georgia
$4.99M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.13M
4
KOC
4
Koss-Olinger Consulting
Florida
$2.95M
5
Polen Capital Management
5
Polen Capital Management
Florida
$3.65M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$727K
2
CTC
2
Central Trust Company
Missouri
$40.4M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$5.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.9M
5
BA
5
BCM Advisors
Louisiana
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$3.81M -$24.3K -371 -0.6%
SEI Investments
27
SEI Investments
Pennsylvania
$3.79M -$81.2K -1,241 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.73M -$200K -3,060 -5%
Polen Capital Management
29
Polen Capital Management
Florida
$3.65M +$2.62M +40,115 +256%
Stifel Financial
30
Stifel Financial
Missouri
$3.3M +$315K +4,822 +11%
TPI
31
Trust Point Inc
Wisconsin
$3.22M -$76.9K -1,176 -2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.13M +$3.13M +47,790 New
AF
33
Allworth Financial
California
$3.08M +$215K +3,236 +7%
KOC
34
Koss-Olinger Consulting
Florida
$2.95M +$2.95M +45,093 New
NB
35
Northwest Bancshares
Pennsylvania
$2.84M -$256K -3,913 -8%
CSIC
36
Clifford Swan Investment Counsel
California
$2.68M -$10.8K -165 -0.4%
BBNA
37
Bremer Bank National Association
Minnesota
$2.61M +$13.1K +201 +0.5%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.5M +$11.8K +180 +0.5%
Comerica Bank
39
Comerica Bank
Texas
$2.41M -$290K -4,439 -11%
CF
40
Corrigan Financial
Rhode Island
$2.39M – – –
Mariner
41
Mariner
Kansas
$2.31M +$306K +4,679 +15%
ANB
42
Amarillo National Bank
Texas
$2.19M – – –
Jane Street
43
Jane Street
New York
$2.03M +$2.03M +31,044 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.96M +$156K +2,380 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.85M +$472K +7,215 +34%
SC
46
Savant Capital
Illinois
$1.8M +$392 +6 +0%
UBS Group
47
UBS Group
Switzerland
$1.72M +$158K +2,411 +10%
SPIA
48
Steward Partners Investment Advisory
New York
$1.67M +$44.2K +676 +3%
Creative Planning
49
Creative Planning
Kansas
$1.57M -$39.2K -600 -2%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M +$232K +3,530 +18%
1
2
3 4 5