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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

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.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
49
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.8M
3
Truist Financial
3
Truist Financial
North Carolina
$13.9M
4
FEG
4
Fund Evaluation Group
Ohio
$17M
5
AF
5
Allworth Financial
California
$1.89M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$2.66M
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
SWM
4
Sendero Wealth Management
Texas
$0
5
LPL Financial
5
LPL Financial
California
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$115K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$43.9K +$1.46K +29 +3%
NA
103
NewEdge Advisors
Louisiana
$43.5K – – –
ME
104
McIlrath & Eck
Washington
$32.3K – – –
GEA
105
Glen Eagle Advisors
New Jersey
$30.1K – – –
ASN
106
Advisory Services Network
Georgia
$29.6K +$20.8K +414 +235%
EWP
107
Elevation Wealth Partners
California
$25.2K +$25.2K +502 New
M
108
MOTCO
Texas
$19.7K – – –
PA
109
PSI Advisors
Florida
$17.8K +$151 +3 +0.9%
DI
110
Disciplined Investments
Oklahoma
$15.6K +$15.6K +311 New
WAM
111
WFA Asset Management
Wisconsin
$13.5K +$100 +2 +0.7%
NC
112
NewSquare Capital
Pennsylvania
$9.7K +$6.49K +129 +202%
GWM
113
Geneos Wealth Management
Colorado
$8.53K +$8.53K +170 New
S
114
SignatureFD
Georgia
$5.52K – – –
Citigroup
115
Citigroup
New York
$1.91K -$30.2K -601 -94%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$1.37K +$52 +1,029 +4%
TCM
117
Tradewinds Capital Management
Washington
$837 – – –
SWM
118
Sendero Wealth Management
Texas
– -$1.07M -23,105 Closed
BS
119
Banco Santander
Spain
– -$370K -7,958 Closed
IA
120
IFP Advisors
Florida
– -$200K -5,894 Closed
FFN
121
Focus Financial Network
Minnesota
– -$254K -5,407 Closed
MCC
122
Money Concepts Capital
Florida
– -$174K -3,751 Closed
CAS
123
Coppell Advisory Solutions
Texas
– -$98.1K -2,109 Closed
CASC
124
Coppell Advisory Solutions Corp
Texas
– -$98.1K -2,109 Closed
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