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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

71 hedge funds and large institutions have $224M invested in Global X S&P 500 Catholic Values ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
26
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.65M
4
Ameriprise
4
Ameriprise
Minnesota
$1.58M
5
BA
5
BCM Advisors
Louisiana
$12M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$11.4M
2
JWM
2
Janiczek Wealth Management
Colorado
$2.58M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
CSIC
4
Clifford Swan Investment Counsel
California
$2.18M
5
DY
5
Dowling & Yahnke
California
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$230K +$230K +4,985 New
CM
52
Cornerstone Management
Georgia
$229K -$1.39K -30 -0.6%
MFA
53
McClarren Financial Advisors
Pennsylvania
$228K +$228K +4,945 New
HI
54
Human Investing
Oregon
$216K +$216K +4,673 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$212K +$212K +4,578 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$141K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$137K +$125K +2,708 +1,058%
OAJ
58
Ogorek Anthony Joseph
New York
$123K +$123K +2,668 New
MLFP
59
MPS Loria Financial Planners
Illinois
$106K +$26.5K +581 +33%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$47K +1,014 New
PFA
61
Professional Financial Advisors
Nebraska
$41K – – –
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
Wells Fargo
63
Wells Fargo
California
$33K – – –
AIP
64
Ameritas Investment Partners
Nebraska
$30K – – –
ME
65
McIlrath & Eck
Washington
$30K +$13.1K +280 +77%
CIAS
66
Capital Investment Advisory Services
North Carolina
$23K – – –
VFA
67
Valeo Financial Advisors
Indiana
$23K – – –
BlackRock
68
BlackRock
New York
$20K +$20K +436 New
M
69
MOTCO
Texas
$18K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$3K +$2.95K +62 +6,200%
TCM
71
Tradewinds Capital Management
Washington
$1K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– -$287K -6,950 Closed
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