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Global X S&P 500 Catholic Values ETF

187 hedge funds and large institutions have $471M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

4% more funds holding

Funds holding: 179187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.23% less ownership

Funds ownership: 51.49%49.27% (-2.2%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
McClarren Financial Advisors
Pennsylvania
$792K +$458K +6,590 +169%
ICM
77
Islay Capital Management
Texas
$786K
FHB
78
First Hawaiian Bank
Hawaii
$782K
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$780K -$430K -6,188 -37%
SAM
80
Silvercrest Asset Management
New York
$778K +$71.3K +1,025 +11%
Northern Trust
81
Northern Trust
Illinois
$770K
HI
82
Human Investing
Oregon
$750K +$40.4K +581 +6%
VVP
83
Venture Visionary Partners
Ohio
$746K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$708K +$197K +2,830 +43%
WFS
85
Widmann Financial Services
Maryland
$699K
CM
86
Cornerstone Management
Georgia
$667K +$88.6K +1,274 +17%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$624K -$158K -2,275 -22%
MWM
88
Mission Wealth Management
California
$604K
AWM
89
AE Wealth Management
Kansas
$593K +$278 +4 +0.1%
RA
90
RFG Advisory
Alabama
$571K +$115K +1,649 +28%
JBW
91
Journey Beyond Wealth
Georgia
$536K -$12.9K -185 -3%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$531K +$112K +1,615 +30%
FWP
93
Firethorn Wealth Partners
Georgia
$515K -$2.02K -29 -0.4%
FCM
94
Firestone Capital Management
Florida
$511K +$3.83K +55 +0.8%
NB
95
Nicolet Bankshares
Wisconsin
$503K +$6.82K +98 +1%
JCM
96
Jacobi Capital Management
Pennsylvania
$502K +$20.9K +300 +5%
FGWP
97
Founders Grove Wealth Partners
Virginia
$484K +$117K +1,675 +35%
DIA
98
Dana Investment Advisors
Wisconsin
$474K +$18.4K +265 +4%
IBOK
99
Independence Bank of Kentucky
Kentucky
$464K -$188K -2,700 -31%
ECM
100
Exchange Capital Management
Michigan
$464K

CATH Hedge Fund Activity: Q2 2025 in Review

187 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2025, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 6 closed out — a net gain of 12 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Trust Company of Toledo, opening a new position worth an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 187 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $471M of Global X S&P 500 Catholic Values ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2025 and 6 closed out, a net change of +12 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2025 was Trust Company of Toledo, an estimated $2.91M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q2 2025 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.