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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

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.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.11%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$64.7M
2
CFFNO
2
Common Fund For Nonprofit Organizations
Connecticut
$8.68M
3
CCB
3
Country Club Bank
Missouri
$4.71M
4
HTC
4
Haverford Trust Company
Pennsylvania
$2.46M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.55M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.81M
2
DI
2
DAGCO Inc
Ohio
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$16.4M
4
CTC
4
Central Trust Company
Missouri
$37.7M
5
NRI
5
NFP Retirement Inc
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
101
Financial Engines Advisors
California
$257K -$15.4K -263 -6%
HDIM
102
Hanson & Doremus Investment Management
Vermont
$256K +$19.1K +330 +8%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$250K – – –
MGIA
104
Moneta Group Investment Advisors
Missouri
$248K +$248K +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 +$237K +4,090 New
SWP
108
Stratos Wealth Partners
Ohio
$237K +$237K +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 +$224K +3,860 New
OCM
115
Objective Capital Management
Ohio
$217K +$217K +3,750 New
CP
116
Capital Planning
Washington
$215K +$215K +3,689 New
CAM
117
Cozad Asset Management
Illinois
$210K +$210K +3,620 New
PA
118
Planning Alternatives
Michigan
$200K +$200K +3,451 New
UB
119
UMB Bank
Missouri
$186K +$46.4K +800 +33%
CAS
120
Coppell Advisory Solutions
Texas
$157K +$34.6K +596 +28%
PAI
121
Pittenger & Anderson Inc
Nebraska
$146K -$1.45K -25 -1%
CFGS
122
Concourse Financial Group Securities
Alabama
$145K – – –
AIP
123
Ameritas Investment Partners
Nebraska
$96.3K -$2.03K -35 -2%
ASN
124
Advisory Services Network
Georgia
$91.6K +$91.6K +1,580 New
Bank Julius Baer & Co
125
Bank Julius Baer & Co
Switzerland
$86.4K -$986 -17 -1%
2 3 4
5
6