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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

124 hedge funds and large institutions have $338M invested in Global X S&P 500 Catholic Values ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
50
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$40.6M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$6.73M
3
CFFNO
3
Common Fund For Nonprofit Organizations
Connecticut
$4.55M
4
BA
4
BCM Advisors
Louisiana
$12.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$6.64M

Top Sellers

1
DI
1
DAGCO Inc
Ohio
$2.06M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$2.42M
3
Polen Capital Management
3
Polen Capital Management
Florida
$361K
4
CTC
4
Central Trust Company
Missouri
$35.5M
5
FEG
5
Fund Evaluation Group
Ohio
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
76
McClarren Financial Advisors
Pennsylvania
$414K -$13K -248 -3%
RA
77
RFG Advisory
Alabama
$382K +$24.8K +475 +7%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$378K -$552K -10,546 -59%
PAG
79
Private Advisor Group
New Jersey
$378K +$41.3K +790 +12%
IWM
80
IHT Wealth Management
Illinois
$365K +$471 +9 +0.1%
Polen Capital Management
81
Polen Capital Management
Florida
$361K -$2.09M -39,916 -85%
NB
82
Nicolet Bankshares
Wisconsin
$354K – – –
KAS
83
Kestra Advisory Services
Texas
$327K +$43.6K +834 +15%
MBT
84
Montecito Bank & Trust
California
$324K – – –
WFS
85
Widmann Financial Services
Maryland
$312K – – –
MA
86
MJP Associates
Connecticut
$306K +$8.42K +161 +3%
ECM
87
Exchange Capital Management
Michigan
$299K – – –
JGCM
88
Joseph Group Capital Management
Ohio
$289K -$4.03K -77 -1%
SIC
89
Sterling Investment Counsel
New York
$288K -$3.4K -65 -1%
NW
90
NewEdge Wealth
Pennsylvania
$288K – – –
FCM
91
Firestone Capital Management
Florida
$286K +$71.9K +1,375 +34%
TRCT
92
Tower Research Capital (TRC)
New York
$271K +$271K +5,183 New
MWM
93
MBE Wealth Management
Wisconsin
$267K – – –
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$256K +$256K +4,893 New
Financial Engines Advisors
95
Financial Engines Advisors
California
$244K -$2.51K -48 -1%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$225K +$225K +4,306 New
HWA
97
HHM Wealth Advisors
Tennessee
$222K -$19.9K -380 -8%
ATC
98
Argent Trust Co
Tennessee
$220K – – –
HDIM
99
Hanson & Doremus Investment Management
Vermont
$214K +$43K +820 +25%
CAN
100
Cetera Advisor Networks
California
$212K +$212K +4,048 New
2 3
4
5 6