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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$4.05M – – –
SEI Investments
27
SEI Investments
Pennsylvania
$4.04M -$153K -2,025 -4%
KeyBank National Association
28
KeyBank National Association
Ohio
$3.63M -$281K -3,726 -7%
Polen Capital Management
29
Polen Capital Management
Florida
$3.55M -$477K -6,324 -12%
BBHC
30
Brown Brothers Harriman & Co
New York
$3.42M +$866K +11,472 +34%
Mariner
31
Mariner
Kansas
$3.22M +$1.81K +24 +0.1%
TCOT
32
Trust Company of Toledo
Ohio
$3.15M +$3.15M +41,788 New
CSIC
33
Clifford Swan Investment Counsel
California
$3.06M – – –
NB
34
Northwest Bancshares
Pennsylvania
$2.87M -$159K -2,113 -5%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.78M -$151K -2,003 -5%
Creative Planning
36
Creative Planning
Kansas
$2.75M +$488K +6,470 +22%
ONB
37
Old National Bancorp
Indiana
$2.71M +$2.71M +35,974 New
TPI
38
Trust Point Inc
Wisconsin
$2.71M -$960K -12,722 -26%
ANB
39
Amarillo National Bank
Texas
$2.52M – – –
Comerica Bank
40
Comerica Bank
Texas
$2.5M -$154K -2,035 -6%
SPIA
41
Steward Partners Investment Advisory
New York
$2.43M -$19.4K -257 -0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.43M -$37.3K -495 -2%
Goldman Sachs
43
Goldman Sachs
New York
$2.4M +$2.4M +31,872 New
Raymond James Financial
44
Raymond James Financial
Florida
$2.26M -$148K -1,964 -6%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$140K +1,859 +7%
KOC
46
Koss-Olinger Consulting
Florida
$1.96M -$760K -10,069 -28%
SWTS
47
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.9M +$2.64K +35 +0.1%
FAC
48
Financial Advisory Corporation
Michigan
$1.87M +$53.4K +708 +3%
BFS
49
Bradley Foster & Sargent
Connecticut
$1.8M -$8.83K -117 -0.5%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M – – –
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