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Global X S&P 500 Catholic Values ETF
CATH

179 hedge funds and large institutions have $439M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 37

6.19% more ownership

Funds ownership: 45.31% → 51.49% (+6.2%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 181 → 179 (-2)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

49% less capital invested

Capital invested by funds: $867M → $439M (-$428M)

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$8.03M
2
Bank of America
Bank of America
North Carolina
+$5.16M
3
Wells Fargo
Wells Fargo
California
+$4.3M
4
CB
Commerce Bank
Missouri
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$4.63M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
4
Truist Financial
Truist Financial
North Carolina
-$927K
5
NA
Nottingham Advisors
New York
-$914K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.63M +$7.81K +110 +0.2%
Polen Capital Management
27
Polen Capital Management
Florida
$3.6M +$404K +5,692 +12%
KeyBank National Association
28
KeyBank National Association
Ohio
$3.5M -$4.63M -65,255 -56%
TPI
29
Trust Point Inc
Wisconsin
$3.29M +$8.16K +115 +0.2%
Mariner
30
Mariner
Kansas
$2.88M +$487K +6,861 +19%
CSIC
31
Clifford Swan Investment Counsel
California
$2.74M -$35.5K -500 -1%
NB
32
Northwest Bancshares
Pennsylvania
$2.71M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$2.63M -$59.9K -844 -2%
KOC
34
Koss-Olinger Consulting
Florida
$2.44M – – –
BBNA
35
Bremer Bank National Association
Minnesota
$2.43M +$26.8K +377 +1%
Comerica Bank
36
Comerica Bank
Texas
$2.38M -$60.9K -858 -2%
CF
37
Corrigan Financial
Rhode Island
$2.36M -$170K -2,392 -6%
BBHC
38
Brown Brothers Harriman & Co
New York
$2.29M +$1.77M +24,873 +278%
ANB
39
Amarillo National Bank
Texas
$2.26M – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.21M +$151K +2,125 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$2.19M +$4.61K +65 +0.2%
Raymond James Financial
42
Raymond James Financial
Florida
$2.15M -$31.2K -440 -1%
Creative Planning
43
Creative Planning
Kansas
$2.02M +$145K +2,043 +7%
SC
44
Savant Capital
Illinois
$1.92M -$7.45K -105 -0.4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$132K +1,864 +7%
SWTS
46
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.7M +$554K +7,802 +45%
FAC
47
Financial Advisory Corporation
Michigan
$1.63M +$25.5K +359 +2%
BFS
48
Bradley Foster & Sargent
Connecticut
$1.62M +$5.25K +74 +0.3%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$1.33M +$48.8K +687 +4%
1
2
3 4 5

CATH Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2025, worth a combined $439M — down 49% from $867M a quarter earlier.

Fund positioning in CATH was balanced in Q1 2025: 16 funds opened new positions, 16 closed out, 75 added to existing stakes and 37 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $8.03M. The largest seller was KeyBank National Association, cutting an estimated $4.63M.

  • 179 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $439M of Global X S&P 500 Catholic Values ETF stock for Q1 2025, down 49% quarter-over-quarter.
  • 16 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2025 and 16 closed out, a net change of 0 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2025 was Fund Evaluation Group, an estimated $8.03M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q1 2025 was KeyBank National Association, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2025.