CATH icon

Global X S&P 500 Catholic Values ETF

173 hedge funds and large institutions have $413M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+15
Holders Change %
+9.49%
% 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
21
Increased
59
Reduced
45
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Choate Investment Advisors
Massachusetts
$1.3M
AA
52
Alesco Advisors
New York
$1.26M
MA
53
MCF Advisors
Kentucky
$1.26M -$32.5K -469 -3%
AO
54
Advisor OS
Illinois
$1.21M -$101K -1,454 -8%
GI
55
Gradient Investments
Minnesota
$1.18M +$151K +2,178 +15%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.13M +$28.9K +421 +3%
OAJ
57
Ogorek Anthony Joseph
New York
$1.02M -$41.4K -597 -4%
Osaic Holdings
58
Osaic Holdings
Arizona
$983K +$168K +2,426 +21%
FIA
59
Foundations Investment Advisors
Arizona
$947K +$143K +2,061 +18%
Brown Advisory
60
Brown Advisory
Maryland
$909K -$103K -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 -$2.91K -42 -0.3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$835K -$1.13M -16,253 -57%
UBS Group
65
UBS Group
Switzerland
$832K -$994K -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 -$225K -3,236 -24%
Northern Trust
70
Northern Trust
Illinois
$709K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$702K -$333K -4,804 -32%
SAM
72
Silvercrest Asset Management
New York
$701K -$55.8K -804 -7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$690K -$73.9K -1,065 -10%
OMC
74
Old Mission Capital
Illinois
$680K +$144K +2,071 +27%
IBOK
75
Independence Bank of Kentucky
Kentucky
$614K