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Global X S&P 500 Catholic Values ETF
CATH

179 hedge funds and large institutions have $439M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 37

6.19% more ownership

Funds ownership: 45.31% → 51.49% (+6.2%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 181 → 179 (-2)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

49% less capital invested

Capital invested by funds: $867M → $439M (-$428M)

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$8.03M
2
Bank of America
Bank of America
North Carolina
+$5.16M
3
Wells Fargo
Wells Fargo
California
+$4.3M
4
CB
Commerce Bank
Missouri
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$4.63M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
4
Truist Financial
Truist Financial
North Carolina
-$927K
5
NA
Nottingham Advisors
New York
-$914K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
76
South Plains Financial
Texas
$709K – – –
ICM
77
Islay Capital Management
Texas
$703K – – –
FHB
78
First Hawaiian Bank
Hawaii
$700K +$30.9K +435 +4%
Northern Trust
79
Northern Trust
Illinois
$690K – – –
VVP
80
Venture Visionary Partners
Ohio
$668K +$1.14K +16 +0.2%
HI
81
Human Investing
Oregon
$632K +$66.4K +936 +11%
SAM
82
Silvercrest Asset Management
New York
$627K – – –
WFS
83
Widmann Financial Services
Maryland
$626K +$213K +3,000 +48%
IBOK
84
Independence Bank of Kentucky
Kentucky
$598K – – –
MWM
85
Mission Wealth Management
California
$541K – – –
AWM
86
AE Wealth Management
Kansas
$530K -$6.67K -94 -1%
CM
87
Cornerstone Management
Georgia
$511K -$7.45K -105 -1%
JBW
88
Journey Beyond Wealth
Georgia
$492K – – –
WB
89
WesBanco Bank
West Virginia
$469K +$62.9K +887 +15%
FWP
90
Firethorn Wealth Partners
Georgia
$463K -$18.7K -264 -4%
MBT
91
Montecito Bank & Trust
California
$457K – – –
FCM
92
Firestone Capital Management
Florida
$454K +$7.45K +105 +2%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$444K +$97.5K +1,374 +26%
NB
94
Nicolet Bankshares
Wisconsin
$444K +$14.9K +210 +3%
JCM
95
Jacobi Capital Management
Pennsylvania
$429K +$24.8K +350 +6%
PAG
96
Private Advisor Group
New Jersey
$419K -$12.7K -179 -3%
JGCM
97
Joseph Group Capital Management
Ohio
$417K -$284 -4 -0.1%
ECM
98
Exchange Capital Management
Michigan
$415K +$31.2K +440 +8%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$412K +$3.69K +52 +0.9%
DIA
100
Dana Investment Advisors
Wisconsin
$407K +$14.3K +202 +3%
2 3
4
5 6

CATH Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2025, worth a combined $439M — down 49% from $867M a quarter earlier.

Fund positioning in CATH was balanced in Q1 2025: 16 funds opened new positions, 16 closed out, 75 added to existing stakes and 37 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $8.03M. The largest seller was KeyBank National Association, cutting an estimated $4.63M.

  • 179 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $439M of Global X S&P 500 Catholic Values ETF stock for Q1 2025, down 49% quarter-over-quarter.
  • 16 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2025 and 16 closed out, a net change of 0 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2025 was Fund Evaluation Group, an estimated $8.03M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q1 2025 was KeyBank National Association, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2025.