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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

184 hedge funds and large institutions have $469M 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, 50 reducing their positions, and 6 closing their positions.

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.47%
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
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
76
Islay Capital Management
Texas
$786K 10,412 – –
FHB
77
First Hawaiian Bank
Hawaii
$782K 10,369 – –
SAM
78
Silvercrest Asset Management
New York
$778K 10,315 +1,025 +11%
Northern Trust
79
Northern Trust
Illinois
$770K 10,211 – –
HI
80
Human Investing
Oregon
$750K 9,940 +581 +6%
VVP
81
Venture Visionary Partners
Ohio
$746K 9,885 – –
Jones Financial Companies
82
Jones Financial Companies
Missouri
$708K 9,461 +2,830 +43%
WFS
83
Widmann Financial Services
Maryland
$699K 9,265 – –
CM
84
Cornerstone Management
Georgia
$667K 8,835 +1,274 +17%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$624K 8,270 -2,275 -22%
MWM
86
Mission Wealth Management
California
$604K 8,007 – –
AWM
87
AE Wealth Management
Kansas
$593K 7,857 +4 +0.1%
RA
88
RFG Advisory
Alabama
$571K 7,571 +1,649 +28%
JBW
89
Journey Beyond Wealth
Georgia
$536K 7,105 -185 -3%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$531K 7,041 +1,615 +30%
FWP
91
Firethorn Wealth Partners
Georgia
$515K 6,828 -29 -0.4%
FCM
92
Firestone Capital Management
Florida
$511K 6,772 +55 +0.8%
NB
93
Nicolet Bankshares
Wisconsin
$503K 6,668 +98 +1%
JCM
94
Jacobi Capital Management
Pennsylvania
$502K 6,650 +300 +5%
FGWP
95
Founders Grove Wealth Partners
Virginia
$484K 6,416 +1,675 +35%
DIA
96
Dana Investment Advisors
Wisconsin
$474K 6,286 +265 +4%
IBOK
97
Independence Bank of Kentucky
Kentucky
$464K 6,150 -2,700 -31%
ECM
98
Exchange Capital Management
Michigan
$464K 6,148 – –
JGCM
99
Joseph Group Capital Management
Ohio
$464K 6,144 -25 -0.4%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$461K 6,109 +15 +0.2%
2 3
4
5 6