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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

184 hedge funds and large institutions have $469M 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, 50 reducing their positions, and 6 closing their positions.

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.47%
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
50
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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$461K 6,109 +15 +0.2%
MWM
102
MBE Wealth Management
Wisconsin
$440K 5,829 +116 +2%
SC
103
Steph & Co
Wisconsin
$439K 5,816 -84 -1%
WA
104
Win Advisors
Florida
$438K 5,805 +5,805 New
NW
105
NewEdge Wealth
Pennsylvania
$424K 5,500 – –
SMC
106
Smith, Moore & Co
Missouri
$424K 5,619 – –
IWM
107
IHT Wealth Management
Illinois
$419K 5,559 +671 +14%
SIC
108
Sterling Investment Counsel
New York
$417K 5,521 – –
DI
109
Disciplined Investments
Oklahoma
$415K 5,499 – –
IA
110
IFP Advisors
Florida
$413K 5,470 -175 -3%
SIP
111
Sellwood Investment Partners
Oregon
$412K 5,467 +61 +1%
MGIA
112
Moneta Group Investment Advisors
Missouri
$397K 5,261 +300 +6%
MA
113
MJP Associates
Connecticut
$394K 5,219 -788 -13%
TF
114
Tompkins Financial
New York
$380K 5,038 +874 +21%
IWC
115
Integrated Wealth Concepts
Massachusetts
$380K 5,035 -363 -7%
HT
116
Heritage Trust
Oklahoma
$377K 5,000 – –
HDIM
117
Hanson & Doremus Investment Management
Vermont
$375K 4,966 +123 +3%
AWS
118
Atria Wealth Solutions
New York
$363K 4,788 +24 +0.5%
PI
119
PFG Investments
New York
$362K 4,796 – –
PAG
120
Private Advisor Group
New Jersey
$358K 4,749 -1,452 -23%
HWA
121
HHM Wealth Advisors
Tennessee
$355K 4,706 +625 +15%
UB
122
UMB Bank
Missouri
$341K 4,515 – –
CFSG
123
Community Financial Services Group
Vermont
$341K 4,515 -135 -3%
BIM
124
Bridges Investment Management
Nebraska
$318K 4,216 +165 +4%
Financial Engines Advisors
125
Financial Engines Advisors
California
$313K 4,142 +27 +0.7%
3 4
5
6 7