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Global X S&P 500 Catholic Values ETF
CATH

174 hedge funds and large institutions have $414M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

10% more funds holding

Funds holding: 158 → 174 (+16)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $425M → $414M (-$10.9M)

2.66% less ownership

Funds ownership: 48.47% → 45.8% (-2.7%)

Holders
174
Holders Change
+16
Holders Change %
+10.13%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.07M
2
Truist Financial
Truist Financial
North Carolina
+$2.05M
3
WB
WesBanco Bank
West Virginia
+$1.45M
4
Ameriprise
Ameriprise
Minnesota
+$776K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$691K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
FEG
Fund Evaluation Group
Ohio
-$6.62M
3
HTC
Haverford Trust Company
Pennsylvania
-$6.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.17M
5
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
76
Independence Bank of Kentucky
Kentucky
$614K – – –
PFS
77
Prospera Financial Services
Texas
$581K – – –
RJA
78
Raymond James & Associates
Florida
$564K -$532 -8 -0.1%
MWM
79
Mission Wealth Management
California
$556K – – –
CM
80
Cornerstone Management
Georgia
$551K +$6.72K +101 +1%
AWM
81
AE Wealth Management
Kansas
$550K +$3.33K +50 +0.6%
HI
82
Human Investing
Oregon
$537K +$4.19K +63 +0.8%
FFN
83
Focus Financial Network
Minnesota
$489K +$15K +225 +3%
FWP
84
Firethorn Wealth Partners
Georgia
$475K -$122K -1,831 -21%
MBT
85
Montecito Bank & Trust
California
$469K – – –
Jane Street
86
Jane Street
New York
$466K -$1.62M -24,326 -78%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$455K – – –
SMC
88
Smith, Moore & Co
Missouri
$450K +$1.66K +25 +0.4%
FCM
89
Firestone Capital Management
Florida
$445K +$39.7K +597 +10%
NB
90
Nicolet Bankshares
Wisconsin
$441K -$15.3K -230 -3%
RA
91
RFG Advisory
Alabama
$440K – – –
WFS
92
Widmann Financial Services
Maryland
$435K – – –
MA
93
MJP Associates
Connecticut
$431K +$1.06K +16 +0.3%
JCM
94
Jacobi Capital Management
Pennsylvania
$423K +$73.2K +1,100 +22%
PAG
95
Private Advisor Group
New Jersey
$413K +$5.06K +76 +1%
PI
96
PFG Investments
New York
$410K +$152K +2,278 +63%
ECM
97
Exchange Capital Management
Michigan
$396K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$387K -$104K -1,570 -22%
JGCM
99
Joseph Group Capital Management
Ohio
$386K +$111K +1,663 +43%
SIC
100
Sterling Investment Counsel
New York
$383K – – –
2 3
4
5 6

CATH Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2024, worth a combined $414M — down 2.6% from $425M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CATH positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 174 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $414M of Global X S&P 500 Catholic Values ETF stock for Q3 2024, down 2.6% quarter-over-quarter.
  • 22 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2024 and 5 closed out, a net change of +17 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.07M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.