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Global X S&P 500 Catholic Values ETF
CATH

144 hedge funds and large institutions have $418M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $338M → $418M (+$80.1M)

16% more funds holding

Funds holding: 124 → 144 (+20)

3.7% more ownership

Funds ownership: 50.58% → 54.28% (+3.7%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
46
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
+$3.41M
3
CCB
Country Club Bank
Missouri
+$1.27M
4
HTC
Haverford Trust Company
Pennsylvania
+$838K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$813K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.07M
2
DI
DAGCO Inc
Ohio
-$2.06M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$1.76M
4
CTC
Central Trust Company
Missouri
-$1.62M
5
NRI
NFP Retirement Inc
California
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
101
Financial Engines Advisors
California
$257K -$14.3K -263 -6%
HDIM
102
Hanson & Doremus Investment Management
Vermont
$256K +$18K +330 +8%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$250K – – –
MGIA
104
Moneta Group Investment Advisors
Missouri
$248K +$233K +4,277 New
HWA
105
HHM Wealth Advisors
Tennessee
$246K – – –
ATC
106
Argent Trust Co
Tennessee
$243K – – –
FTUS
107
Flow Traders U.S.
New York
$237K +$223K +4,090 New
SWP
108
Stratos Wealth Partners
Ohio
$237K +$222K +4,079 New
CAN
109
Cetera Advisor Networks
California
$235K – – –
PA
110
PFG Advisors
Arizona
$231K – – –
BS
111
Banco Santander
Spain
$231K – – –
AAS
112
Ameritas Advisory Services
Nebraska
$231K – – –
APC
113
Asset Planning Corporation
Tennessee
$226K – – –
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K +$210K +3,860 New
OCM
115
Objective Capital Management
Ohio
$217K +$204K +3,750 New
CP
116
Capital Planning
Washington
$215K +$201K +3,689 New
CAM
117
Cozad Asset Management
Illinois
$210K +$197K +3,620 New
PA
118
Planning Alternatives
Michigan
$200K +$188K +3,451 New
UB
119
UMB Bank
Missouri
$186K +$43.5K +800 +33%
CAS
120
Coppell Advisory Solutions
Texas
$157K +$32.4K +596 +28%
PAI
121
Pittenger & Anderson Inc
Nebraska
$146K -$1.36K -25 -1%
CFGS
122
Concourse Financial Group Securities
Alabama
$145K – – –
AIP
123
Ameritas Investment Partners
Nebraska
$96.3K -$1.91K -35 -2%
ASN
124
Advisory Services Network
Georgia
$91.6K +$86K +1,580 New
Bank Julius Baer & Co
125
Bank Julius Baer & Co
Switzerland
$86.4K -$925 -17 -1%
2 3 4
5
6

CATH Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2023, worth a combined $418M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CATH positions and 2 closed out — a net gain of 21 holders — while 46 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Bank of Montreal, cutting an estimated $8.07M.

  • 144 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2023, up from 124 in Q3 2023.
  • Funds reported $418M of Global X S&P 500 Catholic Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2023 and 2 closed out, a net change of +21 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2023 was Bank of Montreal, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2023.