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Global X S&P 500 Catholic Values ETF
CATH

192 hedge funds and large institutions have $538M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $471M → $538M (+$67.1M)

3% more funds holding

Funds holding: 187 → 192 (+5)

0.2% less ownership

Funds ownership: 49.27% → 49.07% (-0.2%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
53
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$20.1M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
+$8.95M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.2M
4
Morgan Stanley
Morgan Stanley
New York
+$2.45M
5
CSIC
Clifford Swan Investment Counsel
California
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.47M
2
Goldman Sachs
Goldman Sachs
New York
-$2.4M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$2.22M
4
Wells Fargo
Wells Fargo
California
-$1.62M
5
Polen Capital Management
Polen Capital Management
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
51
Koss-Olinger Consulting
Florida
$1.96M – – –
UBS Group
52
UBS Group
Switzerland
$1.93M +$287K +3,673 +18%
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87M – – –
HCA
54
Harpswell Capital Advisors
Maine
$1.85M +$1.78M +22,772 New
CRC
55
Curi RMB Capital
Illinois
$1.66M -$12.6K -161 -0.8%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.61M -$17.8K -228 -1%
WSFS
57
Wilmington Savings Fund Society
Delaware
$1.58M – – –
CIA
58
Choate Investment Advisors
Massachusetts
$1.54M – – –
Brown Advisory
59
Brown Advisory
Maryland
$1.51M – – –
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.44M +$390 +5 +0%
ATC
61
Argent Trust Co
Tennessee
$1.43M – – –
MA
62
MCF Advisors
Kentucky
$1.43M -$2.65K -34 -0.2%
Stifel Financial
63
Stifel Financial
Missouri
$1.43M -$21K -269 -2%
AO
64
Advisor OS
Illinois
$1.37M -$60.8K -779 -4%
AA
65
Alesco Advisors
New York
$1.3M – – –
GI
66
Gradient Investments
Minnesota
$1.3M -$71.9K -921 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.13M +$44.8K +573 +4%
Osaic Holdings
68
Osaic Holdings
Arizona
$1.12M -$107K -1,372 -9%
MWM
69
Mission Wealth Management
California
$1.09M +$429K +5,491 +69%
OC
70
Oakworth Capital
Alabama
$994K – – –
CPSAC
71
Chas P. Smith & Associates (CPS)
Florida
$960K – – –
WAS
72
WESPAC Advisors SoCal
California
$945K – – –
CC
73
Courier Capital
New York
$945K -$7.58K -97 -0.8%
PFS
74
Prospera Financial Services
Texas
$903K -$3.51K -45 -0.4%
OIA
75
OneDigital Investment Advisors
Kansas
$890K – – –
1 2
3
4 5

CATH Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2025, worth a combined $538M — up 14% from $471M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $20.1M. The largest seller was Corient Private Wealth, cutting an estimated $5.47M.

  • 192 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2025, up from 187 in Q2 2025.
  • Funds reported $538M of Global X S&P 500 Catholic Values ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2025 was Fund Evaluation Group, an estimated $20.1M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2025 was Corient Private Wealth, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.