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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$428M
2
FEG
2
Fund Evaluation Group
Ohio
$26.4M
3
Cerity Partners
3
Cerity Partners
New York
$4.34M
4
Truist Financial
4
Truist Financial
North Carolina
$20.6M
5
LPL Financial
5
LPL Financial
California
$9.44M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
WB
3
WesBanco Bank
West Virginia
$429K
4
Morgan Stanley
4
Morgan Stanley
New York
$26.2M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$3.96M -$245K -3,458 -6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$3.8M -$323K -4,560 -8%
AF
28
Allworth Financial
California
$3.45M +$158K +2,149 +5%
TPI
29
Trust Point Inc
Wisconsin
$3.44M -$68.6K -969 -2%
Polen Capital Management
30
Polen Capital Management
Florida
$3.37M -$505K -7,125 -13%
CSIC
31
Clifford Swan Investment Counsel
California
$2.91M – – –
NB
32
Northwest Bancshares
Pennsylvania
$2.84M -$240K -3,390 -8%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.81M +$67.9K +959 +2%
ACGA
34
Atlanta Consulting Group Advisors
Georgia
$2.71M +$15.4K +217 +0.6%
CF
35
Corrigan Financial
Rhode Island
$2.64M – – –
KOC
36
Koss-Olinger Consulting
Florida
$2.56M -$157K -2,212 -6%
Comerica Bank
37
Comerica Bank
Texas
$2.55M -$32K -452 -1%
Mariner
38
Mariner
Kansas
$2.54M -$89.2K -1,259 -3%
BBNA
39
Bremer Bank National Association
Minnesota
$2.52M -$27.6K -389 -1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.37M +$1.66M +23,364 +231%
ANB
41
Amarillo National Bank
Texas
$2.37M – – –
SPIA
42
Steward Partners Investment Advisory
New York
$2.29M +$192K +2,715 +9%
Raymond James Financial
43
Raymond James Financial
Florida
$2.29M +$2.29M +32,321 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.17M +$156K +2,207 +8%
SC
45
Savant Capital
Illinois
$2.02M +$50K +706 +3%
Creative Planning
46
Creative Planning
Kansas
$1.98M +$6.16K +87 +0.3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$76.9K +1,085 +5%
BFS
48
Bradley Foster & Sargent
Connecticut
$1.69M +$1.47M +20,736 +662%
FAC
49
Financial Advisory Corporation
Michigan
$1.68M +$1.68M +23,716 New
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.67M – – –
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