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Global X S&P 500 Catholic Values ETF
CATH

174 hedge funds and large institutions have $414M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

10% more funds holding

Funds holding: 158 → 174 (+16)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $425M → $414M (-$10.9M)

2.66% less ownership

Funds ownership: 48.47% → 45.8% (-2.7%)

Holders
174
Holders Change
+16
Holders Change %
+10.13%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.07M
2
Truist Financial
Truist Financial
North Carolina
+$2.05M
3
WB
WesBanco Bank
West Virginia
+$1.45M
4
Ameriprise
Ameriprise
Minnesota
+$776K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$691K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
FEG
Fund Evaluation Group
Ohio
-$6.62M
3
HTC
Haverford Trust Company
Pennsylvania
-$6.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.17M
5
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Choate Investment Advisors
Massachusetts
$1.3M – – –
AA
52
Alesco Advisors
New York
$1.26M – – –
MA
53
MCF Advisors
Kentucky
$1.26M -$31.2K -469 -3%
AO
54
Advisor OS
Illinois
$1.21M -$96.7K -1,454 -8%
GI
55
Gradient Investments
Minnesota
$1.18M +$145K +2,178 +15%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.13M +$28K +421 +3%
OAJ
57
Ogorek Anthony Joseph
New York
$1.01M -$39.7K -597 -4%
Osaic Holdings
58
Osaic Holdings
Arizona
$983K +$161K +2,426 +21%
FIA
59
Foundations Investment Advisors
Arizona
$947K +$137K +2,061 +18%
Brown Advisory
60
Brown Advisory
Maryland
$909K -$99.2K -1,491 -10%
CPSAC
61
Chas P. Smith & Associates (CPS)
Florida
$860K – – –
OC
62
Oakworth Capital
Alabama
$851K – – –
NA
63
Nottingham Advisors
New York
$836K -$2.79K -42 -0.3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$835K -$1.08M -16,253 -57%
UBS Group
65
UBS Group
Switzerland
$832K -$953K -14,318 -54%
WAS
66
WESPAC Advisors SoCal
California
$823K – – –
ICM
67
Islay Capital Management
Texas
$750K – – –
OIA
68
OneDigital Investment Advisors
Kansas
$748K – – –
VVP
69
Venture Visionary Partners
Ohio
$711K -$215K -3,236 -24%
Northern Trust
70
Northern Trust
Illinois
$709K – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$702K -$320K -4,804 -32%
SAM
72
Silvercrest Asset Management
New York
$701K -$53.5K -804 -7%
AF
73
AtlasMark Financial
Texas
$693K +$664K +9,986 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$690K -$70.9K -1,065 -10%
OMC
75
Old Mission Capital
Illinois
$680K +$138K +2,071 +27%
1 2
3
4 5

CATH Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2024, worth a combined $414M — down 2.6% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CATH positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 174 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $414M of Global X S&P 500 Catholic Values ETF stock for Q3 2024, down 2.6% quarter-over-quarter.
  • 22 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2024 and 5 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.07M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.