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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
48
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$13.6M
2
ACGA
2
Atlanta Consulting Group Advisors
Georgia
$4.99M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.13M
4
KOC
4
Koss-Olinger Consulting
Florida
$2.95M
5
Polen Capital Management
5
Polen Capital Management
Florida
$3.65M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$727K
2
CTC
2
Central Trust Company
Missouri
$40.4M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$5.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.9M
5
BA
5
BCM Advisors
Louisiana
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
101
NewEdge Wealth
Pennsylvania
$360K – – –
DI
102
Disciplined Investments
Oklahoma
$360K – – –
UB
103
UMB Bank
Missouri
$355K +$145K +2,224 +70%
JCM
104
Jacobi Capital Management
Pennsylvania
$327K – – –
CFSG
105
Community Financial Services Group
Vermont
$324K +$324K +4,958 New
MWM
106
MBE Wealth Management
Wisconsin
$323K -$3.27K -50 -1%
IWM
107
IHT Wealth Management
Illinois
$322K -$77.4K -1,184 -19%
DIA
108
Dana Investment Advisors
Wisconsin
$313K +$40.5K +620 +15%
HWA
109
HHM Wealth Advisors
Tennessee
$298K +$21.2K +324 +8%
KAS
110
Kestra Advisory Services
Texas
$295K +$3.73K +57 +1%
Financial Engines Advisors
111
Financial Engines Advisors
California
$288K – – –
HDIM
112
Hanson & Doremus Investment Management
Vermont
$285K +$7.32K +112 +3%
MGIA
113
Moneta Group Investment Advisors
Missouri
$280K – – –
AWS
114
Atria Wealth Solutions
New York
$279K +$279K +4,253 New
ATC
115
Argent Trust Co
Tennessee
$274K – – –
JGCM
116
Joseph Group Capital Management
Ohio
$255K -$101K -1,544 -28%
SIAP
117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$252K – – –
FWS
118
FinDec Wealth Services
California
$252K -$30.1K -460 -11%
BIM
119
Bridges Investment Management
Nebraska
$247K +$247K +3,779 New
AAS
120
Ameritas Advisory Services
Nebraska
$245K – – –
CP
121
Capital Planning
Washington
$242K – – –
PI
122
PFG Investments
New York
$237K +$237K +3,631 New
CRC
123
Curi RMB Capital
Illinois
$231K – – –
BTWM
124
Brass Tax Wealth Management
Ohio
$229K – – –
PWMG
125
Pioneer Wealth Management Group
Texas
$227K +$227K +3,479 New
3 4
5
6 7