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Global X S&P 500 Catholic Values ETF
CATH

174 hedge funds and large institutions have $414M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

10% more funds holding

Funds holding: 158 → 174 (+16)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $425M → $414M (-$10.9M)

2.66% less ownership

Funds ownership: 48.47% → 45.8% (-2.7%)

Holders
174
Holders Change
+16
Holders Change %
+10.13%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.07M
2
Truist Financial
Truist Financial
North Carolina
+$2.05M
3
WB
WesBanco Bank
West Virginia
+$1.45M
4
Ameriprise
Ameriprise
Minnesota
+$776K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$691K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
FEG
Fund Evaluation Group
Ohio
-$6.62M
3
HTC
Haverford Trust Company
Pennsylvania
-$6.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.17M
5
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Polen Capital Management
26
Polen Capital Management
Florida
$3.8M -$70.1K -1,053 -2%
TPI
27
Trust Point Inc
Wisconsin
$3.44M +$22.5K +338 +0.7%
AF
28
Allworth Financial
California
$3.11M -$102K -1,529 -3%
NB
29
Northwest Bancshares
Pennsylvania
$3.02M – – –
CSIC
30
Clifford Swan Investment Counsel
California
$2.85M – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$2.69M +$31.7K +476 +1%
KOC
32
Koss-Olinger Consulting
Florida
$2.66M -$452K -6,795 -15%
ACGA
33
Atlanta Consulting Group Advisors
Georgia
$2.64M -$2.55M -38,308 -50%
Stifel Financial
34
Stifel Financial
Missouri
$2.62M -$844K -12,680 -25%
CF
35
Corrigan Financial
Rhode Island
$2.59M -$17.6K -265 -0.7%
Mariner
36
Mariner
Kansas
$2.57M +$117K +1,751 +5%
Comerica Bank
37
Comerica Bank
Texas
$2.53M -$28.6K -430 -1%
BBNA
38
Bremer Bank National Association
Minnesota
$2.5M -$262K -3,930 -10%
ANB
39
Amarillo National Bank
Texas
$2.32M – – –
Goldman Sachs
40
Goldman Sachs
New York
$2.15M +$2.07M +31,034 New
SPIA
41
Steward Partners Investment Advisory
New York
$2.06M +$273K +4,100 +16%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.97M -$108K -1,621 -5%
Creative Planning
43
Creative Planning
Kansas
$1.93M +$252K +3,784 +16%
SC
44
Savant Capital
Illinois
$1.93M +$19.6K +295 +1%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$205K +3,076 +15%
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.6M – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.54M +$53.1K +798 +4%
WB
48
WesBanco Bank
West Virginia
$1.51M +$1.45M +21,807 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.45M +$67 +1 +0%
WSFS
50
Wilmington Savings Fund Society
Delaware
$1.35M – – –
1
2
3 4 5

CATH Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2024, worth a combined $414M — down 2.6% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CATH positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 174 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $414M of Global X S&P 500 Catholic Values ETF stock for Q3 2024, down 2.6% quarter-over-quarter.
  • 22 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2024 and 5 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.07M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.