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Global X S&P 500 Catholic Values ETF
CATH

112 hedge funds and large institutions have $307M invested in Global X S&P 500 Catholic Values ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

26% more funds holding

Funds holding: 89 → 112 (+23)

19% more capital invested

Capital invested by funds: $258M → $307M (+$48.8M)

1.03% more ownership

Funds ownership: 46.45% → 47.49% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
30
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.1M
2
Polen Capital Management
Polen Capital Management
Florida
+$2.56M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$2.16M
4
ANB
Amarillo National Bank
Texas
+$2.12M
5
Mariner
Mariner
Kansas
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.73M
2
BA
BCM Advisors
Louisiana
-$1.31M
3
MA
MCF Advisors
Kentucky
-$1.1M
4
SC
Savant Capital
Illinois
-$605K
5
NAS
Nicolet Advisory Services
Wisconsin
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cetera Advisors
Colorado
$272K +$35.2K +614 +15%
WAS
77
WESPAC Advisors SoCal
California
$259K +$41.5K +725 +19%
AWM
78
AE Wealth Management
Kansas
$254K – – –
ATC
79
Argent Trust Co
Tennessee
$249K – – –
ACM
80
Absolute Capital Management
Pennsylvania
$243K +$236K +4,126 New
MP
81
McDonald Partners
Ohio
$243K +$236K +4,126 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$242K +$235K +4,105 New
CP
83
Capital Planning
Washington
$221K +$213K +3,720 New
BWM
84
BCGM Wealth Management
Indiana
$220K – – –
SIC
85
Sterling Investment Counsel
New York
$215K +$209K +3,650 New
PA
86
PFG Advisors
Arizona
$213K +$207K +3,611 New
Financial Engines Advisors
87
Financial Engines Advisors
California
$205K +$198K +3,452 New
GI
88
Gradient Investments
Minnesota
$196K -$8.48K -148 -4%
SCA
89
Snowden Capital Advisors
New York
$170K +$166K +2,900 New
CA
90
CoreCap Advisors
Michigan
$161K +$156K +2,731 New
HDIM
91
Hanson & Doremus Investment Management
Vermont
$148K +$7.45K +130 +5%
SIAP
92
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K – – –
PFA
93
Professional Financial Advisors
Nebraska
$60K – – –
SBL
94
Sargent Bickham Lagudis
Colorado
$59K +$57.3K +1,000 New
MOACM
95
Mutual of America Capital Management
New York
$45K +$43.5K +759 New
AIP
96
Ameritas Investment Partners
Nebraska
$42K -$21.8K -380 -34%
Wells Fargo
97
Wells Fargo
California
$42K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$41K +$39.3K +686 New
TSWM
99
Tyler-Stone Wealth Management
Ohio
$39K +$38.4K +670 New
ME
100
McIlrath & Eck
Washington
$38K – – –
1 2 3
4
5

CATH Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2021, worth a combined $307M — up 19% from $258M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CATH positions and 5 closed out — a net gain of 24 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $4.73M.

  • 112 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $307M of Global X S&P 500 Catholic Values ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2021 and 5 closed out, a net change of +24 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2021 was Bank of Montreal, an estimated $13.1M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2021 was Morgan Stanley, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2021.