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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

53 hedge funds and large institutions have $129M invested in Global X S&P 500 Catholic Values ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
22
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
Bank of America
2
Bank of America
North Carolina
$23M
3
FEG
3
Fund Evaluation Group
Ohio
$15.1M
4
SC
4
Savant Capital
Illinois
$1.15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.64M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
DWT
2
Dorsey & Whitney Trust
South Dakota
$0
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.2M
4
Jane Street
4
Jane Street
New York
$336K
5
CSIC
5
Clifford Swan Investment Counsel
California
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K 300 -300 -50%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$7K 212 – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
– – -33,468 Closed
DWT
54
Dorsey & Whitney Trust
South Dakota
– – -10,613 Closed
TRCT
55
Tower Research Capital (TRC)
New York
– – -145 Closed
KWM
56
Keebeck Wealth Management
Illinois
– – -100 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
IA
58
IFP Advisors
Florida
– – – –
TCM
59
Tradewinds Capital Management
Washington
$0 14 +9 +180%
1 2
3