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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

173 hedge funds and large institutions have $413M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+15
Holders Change %
+9.49%
% 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
21
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.15M
2
Truist Financial
2
Truist Financial
North Carolina
$16.5M
3
WB
3
WesBanco Bank
West Virginia
$1.51M
4
Ameriprise
4
Ameriprise
Minnesota
$6.92M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
FEG
2
Fund Evaluation Group
Ohio
$20.7M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ACGA
5
Atlanta Consulting Group Advisors
Georgia
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Polen Capital Management
26
Polen Capital Management
Florida
$3.8M -$73.1K -1,053 -2%
TPI
27
Trust Point Inc
Wisconsin
$3.44M +$23.5K +338 +0.7%
AF
28
Allworth Financial
California
$3.11M -$106K -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 +$33K +476 +1%
KOC
32
Koss-Olinger Consulting
Florida
$2.66M -$471K -6,795 -15%
ACGA
33
Atlanta Consulting Group Advisors
Georgia
$2.64M -$2.66M -38,308 -50%
Stifel Financial
34
Stifel Financial
Missouri
$2.62M -$880K -12,680 -25%
CF
35
Corrigan Financial
Rhode Island
$2.59M -$18.4K -265 -0.7%
Mariner
36
Mariner
Kansas
$2.57M +$122K +1,751 +5%
Comerica Bank
37
Comerica Bank
Texas
$2.53M -$29.8K -430 -1%
BBNA
38
Bremer Bank National Association
Minnesota
$2.5M -$273K -3,930 -10%
ANB
39
Amarillo National Bank
Texas
$2.32M – – –
Goldman Sachs
40
Goldman Sachs
New York
$2.15M +$2.15M +31,034 New
SPIA
41
Steward Partners Investment Advisory
New York
$2.06M +$284K +4,100 +16%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.97M -$112K -1,621 -5%
Creative Planning
43
Creative Planning
Kansas
$1.93M +$263K +3,784 +16%
SC
44
Savant Capital
Illinois
$1.93M +$20.5K +295 +1%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$213K +3,076 +15%
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.6M – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.54M +$55.4K +798 +4%
WB
48
WesBanco Bank
West Virginia
$1.51M +$1.51M +21,807 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.45M +$69 +1 +0%
WSFS
50
Wilmington Savings Fund Society
Delaware
$1.35M – – –
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