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Global X S&P 500 Catholic Values ETF

187 hedge funds and large institutions have $471M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

4% more funds holding

Funds holding: 179187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.23% less ownership

Funds ownership: 51.49%49.27% (-2.2%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
51
Curi RMB Capital
Illinois
$1.57M +$1.2M +17,187 +491%
UBS Group
52
UBS Group
Switzerland
$1.52M +$337K +4,851 +32%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.52M +$28.5K +410 +2%
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.47M
CIA
55
Choate Investment Advisors
Massachusetts
$1.44M
Brown Advisory
56
Brown Advisory
Maryland
$1.41M +$63.4K +912 +5%
Stifel Financial
57
Stifel Financial
Missouri
$1.35M -$90.1K -1,295 -7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.34M -$90.6K -1,303 -7%
AO
59
Advisor OS
Illinois
$1.33M -$73.7K -1,059 -6%
MA
60
MCF Advisors
Kentucky
$1.33M +$8.83K +127 +0.7%
ATC
61
Argent Trust Co
Tennessee
$1.33M
GI
62
Gradient Investments
Minnesota
$1.28M -$2.37K -34 -0.2%
AA
63
Alesco Advisors
New York
$1.21M +$13.5K +194 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.16M -$195K -2,807 -15%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.01M -$76.3K -1,097 -8%
FIA
66
Foundations Investment Advisors
Arizona
$941K -$3.96K -57 -0.5%
OC
67
Oakworth Capital
Alabama
$925K
CPSAC
68
Chas P. Smith & Associates (CPS)
Florida
$893K
CC
69
Courier Capital
New York
$887K -$16.1K -232 -2%
WAS
70
WESPAC Advisors SoCal
California
$880K
PFS
71
Prospera Financial Services
Texas
$844K +$26.4K +380 +4%
NP
72
NorthRock Partners
Minnesota
$837K +$769K +11,055 New
OIA
73
OneDigital Investment Advisors
Kansas
$828K
AF
74
AtlasMark Financial
Texas
$792K
SPF
75
South Plains Financial
Texas
$792K

CATH Hedge Fund Activity: Q2 2025 in Review

187 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2025, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 6 closed out — a net gain of 12 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Trust Company of Toledo, opening a new position worth an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 187 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $471M of Global X S&P 500 Catholic Values ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2025 and 6 closed out, a net change of +12 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2025 was Trust Company of Toledo, an estimated $2.91M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q2 2025 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.