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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

122 hedge funds and large institutions have $331M invested in Global X S&P 500 Catholic Values ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
34
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$21.9M
2
CCB
2
Country Club Bank
Missouri
$2.05M
3
SC
3
Savant Capital
Illinois
$2.13M
4
Ameriprise
4
Ameriprise
Minnesota
$5.19M
5
Lido Advisors
5
Lido Advisors
California
$616K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.58M
2
Bank of America
2
Bank of America
North Carolina
$34M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
LPL Financial
4
LPL Financial
California
$5.11M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.05M – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$43.6K +801 +4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$968K +$363K +6,663 +60%
OIA
54
OneDigital Investment Advisors
Kansas
$933K – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$928K – – –
VVP
56
Venture Visionary Partners
Ohio
$778K -$16.3K -300 -2%
Brown Advisory
57
Brown Advisory
Maryland
$777K -$3.92K -72 -0.5%
OAJ
58
Ogorek Anthony Joseph
New York
$757K – – –
CPSAC
59
Chas P. Smith & Associates (CPS)
Florida
$757K +$10.9K +200 +1%
GI
60
Gradient Investments
Minnesota
$726K -$44.4K -816 -6%
WAS
61
WESPAC Advisors SoCal
California
$714K -$35.4K -650 -5%
AO
62
Advisor OS
Illinois
$649K +$415K +7,632 +178%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$648K +$139K +2,545 +27%
SAM
64
Silvercrest Asset Management
New York
$625K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$621K -$113K -2,070 -15%
Lido Advisors
66
Lido Advisors
California
$616K +$616K +11,315 New
CM
67
Cornerstone Management
Georgia
$589K -$52K -955 -8%
Northern Trust
68
Northern Trust
Illinois
$556K – – –
LWM
69
Laidlaw Wealth Management
New York
$506K – – –
NA
70
Nottingham Advisors
New York
$500K -$24.5K -450 -5%
HI
71
Harbour Investments
Wisconsin
$494K +$544 +10 +0.1%
IBOK
72
Independence Bank of Kentucky
Kentucky
$482K – – –
HI
73
Human Investing
Oregon
$471K +$243K +4,460 +106%
FFN
74
Focus Financial Network
Minnesota
$470K +$470K +8,592 New
MFA
75
McClarren Financial Advisors
Pennsylvania
$445K +$163 +3 +0%
1 2
3
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