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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

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.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.11%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$64.7M
2
CFFNO
2
Common Fund For Nonprofit Organizations
Connecticut
$8.68M
3
CCB
3
Country Club Bank
Missouri
$4.71M
4
HTC
4
Haverford Trust Company
Pennsylvania
$2.46M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.55M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.81M
2
DI
2
DAGCO Inc
Ohio
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$16.4M
4
CTC
4
Central Trust Company
Missouri
$37.7M
5
NRI
5
NFP Retirement Inc
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.12M – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.11M -$8.01K -138 -0.7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$20.5K -353 -2%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.04M +$42K +724 +4%
GI
55
Gradient Investments
Minnesota
$947K +$66.5K +1,146 +8%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$907K +$488K +8,414 +116%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$832K +$107K +1,841 +15%
Brown Advisory
58
Brown Advisory
Maryland
$831K -$1.97K -34 -0.2%
VVP
59
Venture Visionary Partners
Ohio
$819K -$11.3K -195 -1%
OAJ
60
Ogorek Anthony Joseph
New York
$806K – – –
CPSAC
61
Chas P. Smith & Associates (CPS)
Florida
$806K – – –
GCIM
62
Gunn & Company Investment Management
Florida
$806K +$806K +13,900 New
WAS
63
WESPAC Advisors SoCal
California
$737K -$11.6K -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 +$130K +2,239 +25%
OIA
67
OneDigital Investment Advisors
Kansas
$625K -$371K -6,403 -37%
Northern Trust
68
Northern Trust
Illinois
$592K – – –
RJA
69
Raymond James & Associates
Florida
$557K +$28.6K +494 +5%
NA
70
Nottingham Advisors
New York
$544K +$2.03K +35 +0.4%
Goldman Sachs
71
Goldman Sachs
New York
$514K +$514K +8,868 New
IBOK
72
Independence Bank of Kentucky
Kentucky
$513K – – –
AWM
73
AE Wealth Management
Kansas
$511K +$41.2K +695 +9%
Citadel Advisors
74
Citadel Advisors
Florida
$508K +$508K +8,755 New
FWP
75
Firethorn Wealth Partners
Georgia
$495K +$15K +259 +3%
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3
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