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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

144 hedge funds and large institutions have $418M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
46
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.7M
2
CFFNO
2
Common Fund For Nonprofit Organizations
Connecticut
$8.68M
3
CCB
3
Country Club Bank
Missouri
$4.71M
4
HTC
4
Haverford Trust Company
Pennsylvania
$2.46M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.55M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.81M
2
DI
2
DAGCO Inc
Ohio
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$16.4M
4
CTC
4
Central Trust Company
Missouri
$37.7M
5
NRI
5
NFP Retirement Inc
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Human Investing
Oregon
$488K +$812 +14 +0.2%
FFN
77
Focus Financial Network
Minnesota
$486K -$876 -15 -0.2%
CM
78
Cornerstone Management
Georgia
$475K -$107K -1,840 -18%
MFA
79
McClarren Financial Advisors
Pennsylvania
$473K +$12.8K +221 +3%
OC
80
Oakworth Capital
Alabama
$463K +$463K +7,982 New
TRCT
81
Tower Research Capital (TRC)
New York
$456K +$156K +2,685 +52%
Jane Street
82
Jane Street
New York
$452K +$452K +7,796 New
IWM
83
IHT Wealth Management
Illinois
$405K – – –
NB
84
Nicolet Bankshares
Wisconsin
$393K – – –
Polen Capital Management
85
Polen Capital Management
Florida
$389K -$109K -1,517 -22%
RA
86
RFG Advisory
Alabama
$386K -$37.9K -654 -9%
SMC
87
Smith, Moore & Co
Missouri
$372K +$372K +6,420 New
WFS
88
Widmann Financial Services
Maryland
$363K +$17.4K +300 +5%
MBT
89
Montecito Bank & Trust
California
$359K – – –
PAG
90
Private Advisor Group
New Jersey
$347K -$72.1K -1,243 -17%
MA
91
MJP Associates
Connecticut
$343K +$3.83K +66 +1%
ECM
92
Exchange Capital Management
Michigan
$331K – – –
FCM
93
Firestone Capital Management
Florida
$330K +$12.2K +210 +4%
JGCM
94
Joseph Group Capital Management
Ohio
$320K +$290 +5 +0.1%
KAS
95
Kestra Advisory Services
Texas
$319K -$43.4K -749 -12%
NW
96
NewEdge Wealth
Pennsylvania
$319K – – –
SIC
97
Sterling Investment Counsel
New York
$319K – – –
DI
98
Disciplined Investments
Oklahoma
$319K +$319K +5,499 New
MWM
99
MBE Wealth Management
Wisconsin
$290K -$6.5K -112 -2%
FWS
100
FinDec Wealth Services
California
$279K +$279K +4,816 New
2 3
4
5 6