Global X S&P 500 Catholic Values ETF
CATH
89 hedge funds and large institutions have $258M invested in Global X S&P 500 Catholic Values ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
10% more funds holding
Funds holding: 81 → 89 (+8)
0.83% less ownership
Funds ownership: 47.28% → 46.45% (-0.83%)
2% less capital invested
Capital invested by funds: $263M → $258M (-$4.62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBT
First Bank & Trust
Brookings,
South Dakota
|
+$6.83M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$5.49M |
| 3 |
JP Morgan Chase
New York
|
+$954K |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$908K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$708K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26.4M |
| 2 |
CAM
Cozad Asset Management
Champaign,
Illinois
|
-$337K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$291K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$187K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$115K |
CATH Hedge Fund Activity: Q3 2021 in Review
89 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2021, worth a combined $258M — down 1.8% from $263M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CATH positions and 2 closed out — a net gain of 10 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was First Bank & Trust, opening a new position worth an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $26.4M.
- 89 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2021, up from 81 in Q2 2021.
- Funds reported $258M of Global X S&P 500 Catholic Values ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
- 12 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2021 and 2 closed out, a net change of +10 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2021 was First Bank & Trust, an estimated $6.83M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2021 was Morgan Stanley, an estimated $26.4M sold.
Based on aggregated 13F filings for Q3 2021.