Global X S&P 500 Catholic Values ETF
CATH
117 hedge funds and large institutions have $318M invested in Global X S&P 500 Catholic Values ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 7 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
7.87% more ownership
Funds ownership: 43.06% → 50.93% (+7.9%)
4% more funds holding
Funds holding: 113 → 117 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
37% less capital invested
Capital invested by funds: $502M → $318M (-$184M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$30.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$12.2M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$3.41M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$971K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$8.99M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.13M |
| 3 |
Morgan Stanley
New York
|
-$1.24M |
| 4 |
SWM
Sendero Wealth Management
San Antonio,
Texas
|
-$1.07M |
| 5 |
LPL Financial
San Diego,
California
|
-$647K |
CATH Hedge Fund Activity: Q1 2023 in Review
117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2023, worth a combined $318M — down 37% from $502M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CATH positions and 7 closed out — a net gain of 6 holders — while 49 added to existing stakes and 24 trimmed.
The largest buyer was Central Trust Company, adding an estimated $30.9M. The largest seller was Polen Capital Management, cutting an estimated $8.99M.
- 117 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2023, up from 113 in Q4 2022.
- Funds reported $318M of Global X S&P 500 Catholic Values ETF stock for Q1 2023, down 37% quarter-over-quarter.
- 13 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2023 and 7 closed out, a net change of +6 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2023 was Central Trust Company, an estimated $30.9M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2023 was Polen Capital Management, an estimated $8.99M sold.
Based on aggregated 13F filings for Q1 2023.