CATH icon

Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$1.32M
Stifel Financial
52
Stifel Financial
Missouri
$1.29M
CIA
53
Choate Investment Advisors
Massachusetts
$1.29M
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.29M
AO
55
Advisor OS
Illinois
$1.26M
Osaic Holdings
56
Osaic Holdings
Arizona
$1.23M
Brown Advisory
57
Brown Advisory
Maryland
$1.2M
ATC
58
Argent Trust Co
Tennessee
$1.19M
MA
59
MCF Advisors
Kentucky
$1.18M
GI
60
Gradient Investments
Minnesota
$1.14M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.12M
AA
62
Alesco Advisors
New York
$1.07M
UBS Group
63
UBS Group
Switzerland
$1.03M
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$976K
OAJ
65
Ogorek Anthony Joseph
New York
$867K
FIA
66
Foundations Investment Advisors
Arizona
$846K
OC
67
Oakworth Capital
Alabama
$828K
CC
68
Courier Capital
New York
$810K
CPSAC
69
Chas P. Smith & Associates (CPS)
Florida
$800K
WAS
70
WESPAC Advisors SoCal
California
$788K
MFA
71
McClarren Financial Advisors
Pennsylvania
$759K
OIA
72
OneDigital Investment Advisors
Kansas
$741K
PFS
73
Prospera Financial Services
Texas
$730K
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$712K
SPF
75
South Plains Financial
Texas
$709K