CATH icon

Global X S&P 500 Catholic Values ETF

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
Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.73%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$272K +$36.2K +614 +15%
WAS
77
WESPAC Advisors SoCal
California
$259K +$40.6K +725 +19%
AWM
78
AE Wealth Management
Kansas
$254K
ATC
79
Argent Trust Co
Tennessee
$249K
MP
80
McDonald Partners
Ohio
$243K +$243K +4,126 New
ACM
81
Absolute Capital Management
Pennsylvania
$243K +$243K +4,126 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$242K +$242K +4,105 New
CP
83
Capital Planning
Washington
$221K +$221K +3,720 New
BWM
84
BCGM Wealth Management
Indiana
$220K
SIC
85
Sterling Investment Counsel
New York
$215K +$215K +3,650 New
PA
86
PFG Advisors
Arizona
$213K +$213K +3,611 New
Financial Engines Advisors
87
Financial Engines Advisors
California
$205K +$205K +3,452 New
GI
88
Gradient Investments
Minnesota
$196K -$8.7K -148 -4%
SCA
89
Snowden Capital Advisors
New York
$170K +$170K +2,900 New
CA
90
CoreCap Advisors
Michigan
$161K +$161K +2,731 New
HDIM
91
Hanson & Doremus Investment Management
Vermont
$148K +$7.65K +130 +5%
SIAP
92
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
PFA
93
Professional Financial Advisors
Nebraska
$60K
SBL
94
Sargent Bickham Lagudis
Colorado
$59K +$59K +1,000 New
MOACM
95
Mutual of America Capital Management
New York
$45K +$45K +759 New
AIP
96
Ameritas Investment Partners
Nebraska
$42K -$22K -380 -34%
Wells Fargo
97
Wells Fargo
California
$42K
CFGS
98
Concourse Financial Group Securities
Alabama
$41K +$41K +686 New
TSWM
99
Tyler-Stone Wealth Management
Ohio
$39K +$39K +670 New
ME
100
McIlrath & Eck
Washington
$38K