CATH icon

Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$7.64M
2
Bank of America
Bank of America
North Carolina
+$4.91M
3
Wells Fargo
Wells Fargo
California
+$4.09M
4
CB
Commerce Bank
Missouri
+$2.7M
5
Morgan Stanley
Morgan Stanley
New York
+$2.29M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
-$4.41M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.71M
3
MFA
McClarren Financial Advisors
Pennsylvania
-$1.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
5
NA
Nottingham Advisors
New York
-$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$400K +$4.05K +60 +1%
SC
102
Steph & Co
Wisconsin
$398K +$398K +5,900 New
MWM
103
MBE Wealth Management
Wisconsin
$386K +$44.2K +655 +13%
IA
104
IFP Advisors
Florida
$381K +$12.2K +180 +3%
SMC
105
Smith, Moore & Co
Missouri
$379K +$2.16K +32 +0.6%
SIC
106
Sterling Investment Counsel
New York
$373K +$65.3K +967 +21%
NW
107
NewEdge Wealth
Pennsylvania
$371K – – –
DI
108
Disciplined Investments
Oklahoma
$371K – – –
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$366K -$8.17K -121 -2%
SIP
110
Sellwood Investment Partners
Oregon
$365K +$2.03K +30 +0.6%
IWC
111
Integrated Wealth Concepts
Massachusetts
$365K +$36.7K +543 +11%
HT
112
Heritage Trust
Oklahoma
$338K – – –
MGIA
113
Moneta Group Investment Advisors
Missouri
$335K +$46.2K +684 +16%
IWM
114
IHT Wealth Management
Illinois
$330K -$1.89K -28 -0.6%
HDIM
115
Hanson & Doremus Investment Management
Vermont
$327K – – –
PI
116
PFG Investments
New York
$324K -$75.2K -1,113 -19%
AWS
117
Atria Wealth Solutions
New York
$322K – – –
FGWP
118
Founders Grove Wealth Partners
Virginia
$320K +$320K +4,741 New
CFSG
119
Community Financial Services Group
Vermont
$314K – – –
UB
120
UMB Bank
Missouri
$305K – – –
TF
121
Tompkins Financial
New York
$281K +$25.1K +371 +10%
Financial Engines Advisors
122
Financial Engines Advisors
California
$278K +$1.69K +25 +0.6%
HWA
123
HHM Wealth Advisors
Tennessee
$276K +$26.7K +395 +11%
BIM
124
Bridges Investment Management
Nebraska
$274K +$13.3K +197 +5%
NI
125
Natural Investments
California
$266K +$1.48K +22 +0.6%
3 4
5
6 7