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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

184 hedge funds and large institutions have $469M 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, 50 reducing their positions, and 6 closing their positions.

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.47%
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
50
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 Market Value Shares Shares
Change 		Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$1.57M 20,684 +17,187 +491%
UBS Group
52
UBS Group
Switzerland
$1.52M 20,164 +4,851 +32%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.52M 20,140 +410 +2%
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.47M 19,495 – –
CIA
55
Choate Investment Advisors
Massachusetts
$1.44M 19,055 – –
Brown Advisory
56
Brown Advisory
Maryland
$1.41M 18,656 +912 +5%
Stifel Financial
57
Stifel Financial
Missouri
$1.35M 17,855 -1,295 -7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.34M 17,743 -1,303 -7%
AO
59
Advisor OS
Illinois
$1.33M 17,637 -1,059 -6%
MA
60
MCF Advisors
Kentucky
$1.33M 17,620 +127 +0.7%
ATC
61
Argent Trust Co
Tennessee
$1.33M 17,604 – –
GI
62
Gradient Investments
Minnesota
$1.28M 16,905 -34 -0.2%
AA
63
Alesco Advisors
New York
$1.21M 16,022 +194 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.11M 15,320 -2,825 -16%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.01M 13,351 -1,097 -8%
FIA
66
Foundations Investment Advisors
Arizona
$941K 12,475 -57 -0.5%
OC
67
Oakworth Capital
Alabama
$925K 12,257 – –
CPSAC
68
Chas P. Smith & Associates (CPS)
Florida
$893K 11,840 – –
CC
69
Courier Capital
New York
$887K 11,757 -232 -2%
WAS
70
WESPAC Advisors SoCal
California
$880K 11,662 – –
PFS
71
Prospera Financial Services
Texas
$844K 11,184 +380 +4%
NP
72
NorthRock Partners
Minnesota
$837K 11,055 +11,055 New
OIA
73
OneDigital Investment Advisors
Kansas
$828K 10,977 – –
SPF
74
South Plains Financial
Texas
$792K 10,500 – –
MFA
75
McClarren Financial Advisors
Pennsylvania
$792K 10,498 +6,590 +169%
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3
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