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Global X S&P 500 Catholic Values ETF
CATH

144 hedge funds and large institutions have $418M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $338M → $418M (+$80.1M)

16% more funds holding

Funds holding: 124 → 144 (+20)

3.7% more ownership

Funds ownership: 50.58% → 54.28% (+3.7%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
46
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
+$3.41M
3
CCB
Country Club Bank
Missouri
+$1.27M
4
HTC
Haverford Trust Company
Pennsylvania
+$838K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$813K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.07M
2
DI
DAGCO Inc
Ohio
-$2.06M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$1.76M
4
CTC
Central Trust Company
Missouri
-$1.62M
5
NRI
NFP Retirement Inc
California
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.12M – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.11M -$7.51K -138 -0.7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$19.2K -353 -2%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.04M +$39.4K +724 +4%
GI
55
Gradient Investments
Minnesota
$947K +$62.4K +1,146 +8%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$907K +$458K +8,414 +116%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$832K +$100K +1,841 +15%
Brown Advisory
58
Brown Advisory
Maryland
$831K -$1.85K -34 -0.2%
VVP
59
Venture Visionary Partners
Ohio
$819K -$10.6K -195 -1%
CPSAC
60
Chas P. Smith & Associates (CPS)
Florida
$806K – – –
OAJ
61
Ogorek Anthony Joseph
New York
$806K – – –
GCIM
62
Gunn & Company Investment Management
Florida
$806K +$757K +13,900 New
WAS
63
WESPAC Advisors SoCal
California
$737K -$10.9K -200 -2%
SAM
64
Silvercrest Asset Management
New York
$721K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$684K – – –
ICM
66
Islay Capital Management
Texas
$649K +$122K +2,239 +25%
OIA
67
OneDigital Investment Advisors
Kansas
$625K -$348K -6,403 -37%
Northern Trust
68
Northern Trust
Illinois
$592K – – –
RJA
69
Raymond James & Associates
Florida
$557K +$26.9K +494 +5%
NA
70
Nottingham Advisors
New York
$544K +$1.91K +35 +0.4%
Goldman Sachs
71
Goldman Sachs
New York
$514K +$483K +8,868 New
IBOK
72
Independence Bank of Kentucky
Kentucky
$513K – – –
AWM
73
AE Wealth Management
Kansas
$511K +$37.8K +695 +9%
Citadel Advisors
74
Citadel Advisors
Florida
$508K +$477K +8,755 New
FWP
75
Firethorn Wealth Partners
Georgia
$495K +$14.1K +259 +3%
1 2
3
4 5

CATH Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2023, worth a combined $418M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CATH positions and 2 closed out — a net gain of 21 holders — while 46 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Bank of Montreal, cutting an estimated $8.07M.

  • 144 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2023, up from 124 in Q3 2023.
  • Funds reported $418M of Global X S&P 500 Catholic Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2023 and 2 closed out, a net change of +21 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2023 was Bank of Montreal, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2023.