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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

186 hedge funds and large institutions have $470M 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
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
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
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
76
Islay Capital Management
Texas
$786K – – –
FHB
77
First Hawaiian Bank
Hawaii
$782K – – –
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$780K -$467K -6,188 -37%
SAM
79
Silvercrest Asset Management
New York
$778K +$77.3K +1,025 +11%
Northern Trust
80
Northern Trust
Illinois
$770K – – –
HI
81
Human Investing
Oregon
$750K +$43.8K +581 +6%
VVP
82
Venture Visionary Partners
Ohio
$746K – – –
Jones Financial Companies
83
Jones Financial Companies
Missouri
$708K +$212K +2,830 +43%
WFS
84
Widmann Financial Services
Maryland
$699K – – –
CM
85
Cornerstone Management
Georgia
$667K +$96.1K +1,274 +17%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$624K -$172K -2,275 -22%
MWM
87
Mission Wealth Management
California
$604K – – –
AWM
88
AE Wealth Management
Kansas
$593K +$302 +4 +0.1%
RA
89
RFG Advisory
Alabama
$571K +$124K +1,649 +28%
JBW
90
Journey Beyond Wealth
Georgia
$536K -$14K -185 -3%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$531K +$122K +1,615 +30%
FWP
92
Firethorn Wealth Partners
Georgia
$515K -$2.19K -29 -0.4%
FCM
93
Firestone Capital Management
Florida
$511K +$4.15K +55 +0.8%
NB
94
Nicolet Bankshares
Wisconsin
$503K +$7.39K +98 +1%
JCM
95
Jacobi Capital Management
Pennsylvania
$502K +$22.6K +300 +5%
FGWP
96
Founders Grove Wealth Partners
Virginia
$484K +$126K +1,675 +35%
DIA
97
Dana Investment Advisors
Wisconsin
$474K +$20K +265 +4%
IBOK
98
Independence Bank of Kentucky
Kentucky
$464K -$204K -2,700 -31%
ECM
99
Exchange Capital Management
Michigan
$464K – – –
JGCM
100
Joseph Group Capital Management
Ohio
$464K -$1.89K -25 -0.4%
2 3
4
5 6