CATH icon

Global X S&P 500 Catholic Values ETF

117 hedge funds and large institutions have $318M invested in Global X S&P 500 Catholic Values ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
49
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
76
Firethorn Wealth Partners
Georgia
$429K -$51.6K -1,012 -11%
MFA
77
McClarren Financial Advisors
Pennsylvania
$407K +$3.89K +78 +1%
IWM
78
IHT Wealth Management
Illinois
$365K +$16K +319 +5%
RA
79
RFG Advisory
Alabama
$343K
CCB
80
Country Club Bank
Missouri
$314K
MBT
81
Montecito Bank & Trust
California
$311K +$30.6K +610 +11%
ECM
82
Exchange Capital Management
Michigan
$287K
AWM
83
AE Wealth Management
Kansas
$285K +$285K +5,678 New
AWA
84
Arete Wealth Advisors
Illinois
$281K +$854 +17 +0.3%
MA
85
MJP Associates
Connecticut
$281K +$853 +17 +0.3%
SIC
86
Sterling Investment Counsel
New York
$279K +$23.9K +477 +9%
NW
87
NewEdge Wealth
Pennsylvania
$276K
KAS
88
Kestra Advisory Services
Texas
$273K -$25.7K -511 -9%
WFS
89
Widmann Financial Services
Maryland
$264K
JGCM
90
Joseph Group Capital Management
Ohio
$262K -$51.1K -1,017 -16%
MWM
91
MBE Wealth Management
Wisconsin
$256K +$1.46K +29 +0.6%
Financial Engines Advisors
92
Financial Engines Advisors
California
$237K +$237K +4,715 New
AO
93
Advisor OS
Illinois
$215K +$215K +4,283 New
ATC
94
Argent Trust Co
Tennessee
$211K +$211K +4,197 New
HI
95
Human Investing
Oregon
$210K +$210K +4,190 New
AAS
96
Ameritas Advisory Services
Nebraska
$208K +$208K +4,102 New
HWA
97
HHM Wealth Advisors
Tennessee
$176K +$11.4K +227 +7%
HDIM
98
Hanson & Doremus Investment Management
Vermont
$164K
PAI
99
Pittenger & Anderson Inc
Nebraska
$144K
CFGS
100
Concourse Financial Group Securities
Alabama
$124K