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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

178 hedge funds and large institutions have $438M 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
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
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

1
FEG
Fund Evaluation Group
Ohio
$32.8M
2
Bank of America
Bank of America
North Carolina
$59.7M
3
Wells Fargo
Wells Fargo
California
$14.7M
4
CB
Commerce Bank
Missouri
$8.49M
5
Morgan Stanley
Morgan Stanley
New York
$27.3M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
$3.5M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
$0
3
MFA
McClarren Financial Advisors
Pennsylvania
$759K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
5
NA
Nottingham Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.63M +$7.43K +110 +0.2%
Polen Capital Management
27
Polen Capital Management
Florida
$3.6M +$384K +5,692 +12%
KeyBank National Association
28
KeyBank National Association
Ohio
$3.5M -$4.41M -65,255 -56%
TPI
29
Trust Point Inc
Wisconsin
$3.29M +$7.77K +115 +0.2%
Mariner
30
Mariner
Kansas
$2.88M +$463K +6,861 +19%
CSIC
31
Clifford Swan Investment Counsel
California
$2.74M -$33.8K -500 -1%
NB
32
Northwest Bancshares
Pennsylvania
$2.71M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$2.63M -$57K -844 -2%
KOC
34
Koss-Olinger Consulting
Florida
$2.44M – – –
BBNA
35
Bremer Bank National Association
Minnesota
$2.43M +$25.5K +377 +1%
Comerica Bank
36
Comerica Bank
Texas
$2.38M -$57.9K -858 -2%
CF
37
Corrigan Financial
Rhode Island
$2.36M -$162K -2,392 -6%
BBHC
38
Brown Brothers Harriman & Co
New York
$2.29M +$1.68M +24,873 +278%
ANB
39
Amarillo National Bank
Texas
$2.26M – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.21M +$144K +2,125 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$2.19M +$4.39K +65 +0.2%
Raymond James Financial
42
Raymond James Financial
Florida
$2.15M -$29.7K -440 -1%
Creative Planning
43
Creative Planning
Kansas
$2.02M +$138K +2,043 +7%
SC
44
Savant Capital
Illinois
$1.92M -$7.09K -105 -0.4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$126K +1,864 +7%
SWTS
46
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.7M +$527K +7,802 +45%
FAC
47
Financial Advisory Corporation
Michigan
$1.63M +$24.2K +359 +2%
BFS
48
Bradley Foster & Sargent
Connecticut
$1.62M +$5K +74 +0.3%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$1.33M +$46.4K +687 +4%
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