Global X S&P 500 Catholic Values ETF
CATH
181 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, 56 increasing their positions, 49 reducing their positions, and 11 closing their positions.
110% more capital invested
Capital invested by funds: $414M → $867M (+$453M)
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
4% more funds holding
Funds holding: 174 → 181 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.5% less ownership
Funds ownership: 45.8% → 45.31% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$5.33M |
| 2 |
Cerity Partners
New York
|
+$4.37M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$2.62M |
| 2 |
Goldman Sachs
New York
|
-$2.15M |
| 3 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$1.12M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$680K |
CATH Hedge Fund Activity: Q4 2024 in Review
181 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2024, worth a combined $867M — up 110% from $414M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CATH positions and 11 closed out — a net gain of 11 holders — while 56 added to existing stakes and 49 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $5.33M. The largest seller was Stifel Financial, exiting entirely with an estimated $2.62M sold.
- 181 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2024, up from 174 in Q3 2024.
- Funds reported $867M of Global X S&P 500 Catholic Values ETF stock for Q4 2024, up 110% quarter-over-quarter.
- 22 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2024 and 11 closed out, a net change of +11 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2024 was Fund Evaluation Group, an estimated $5.33M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2024 was Stifel Financial, an estimated $2.62M sold.
Based on aggregated 13F filings for Q4 2024.