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Global X S&P 500 Catholic Values ETF

187 hedge funds and large institutions have $471M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

4% more funds holding

Funds holding: 179187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.23% less ownership

Funds ownership: 51.49%49.27% (-2.2%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
101
Joseph Group Capital Management
Ohio
$464K -$1.74K -25 -0.4%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$461K +$1.04K +15 +0.2%
MWM
103
MBE Wealth Management
Wisconsin
$440K +$8.07K +116 +2%
SC
104
Steph & Co
Wisconsin
$439K -$5.84K -84 -1%
WA
105
Win Advisors
Florida
$438K +$404K +5,805 New
NW
106
NewEdge Wealth
Pennsylvania
$424K
SMC
107
Smith, Moore & Co
Missouri
$424K
IWM
108
IHT Wealth Management
Illinois
$419K +$46.7K +671 +14%
SIC
109
Sterling Investment Counsel
New York
$417K
DI
110
Disciplined Investments
Oklahoma
$415K
IA
111
IFP Advisors
Florida
$413K -$12.2K -175 -3%
SIP
112
Sellwood Investment Partners
Oregon
$412K +$4.24K +61 +1%
MGIA
113
Moneta Group Investment Advisors
Missouri
$397K +$20.9K +300 +6%
MA
114
MJP Associates
Connecticut
$394K -$54.8K -788 -13%
TF
115
Tompkins Financial
New York
$380K +$60.8K +874 +21%
IWC
116
Integrated Wealth Concepts
Massachusetts
$380K -$25.2K -363 -7%
HT
117
Heritage Trust
Oklahoma
$377K
HDIM
118
Hanson & Doremus Investment Management
Vermont
$375K +$8.55K +123 +3%
AWS
119
Atria Wealth Solutions
New York
$363K +$1.67K +24 +0.5%
PI
120
PFG Investments
New York
$362K
PAG
121
Private Advisor Group
New Jersey
$358K -$101K -1,452 -23%
HWA
122
HHM Wealth Advisors
Tennessee
$355K +$43.5K +625 +15%
UB
123
UMB Bank
Missouri
$341K
CFSG
124
Community Financial Services Group
Vermont
$341K -$9.39K -135 -3%
BIM
125
Bridges Investment Management
Nebraska
$318K +$11.5K +165 +4%

CATH Hedge Fund Activity: Q2 2025 in Review

187 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2025, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 6 closed out — a net gain of 12 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Trust Company of Toledo, opening a new position worth an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 187 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $471M of Global X S&P 500 Catholic Values ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2025 and 6 closed out, a net change of +12 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2025 was Trust Company of Toledo, an estimated $2.91M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q2 2025 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.