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Global X S&P 500 Catholic Values ETF

192 hedge funds and large institutions have $538M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $471M → $538M (+$67.1M)

3% more funds holding

Funds holding: 187192 (+5)

0.2% less ownership

Funds ownership: 49.27%49.07% (-0.2%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
53
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
Nicolet Bankshares
Wisconsin
$540K
DIA
102
Dana Investment Advisors
Wisconsin
$535K +$24.1K +308 +5%
IBOK
103
Independence Bank of Kentucky
Kentucky
$499K
Lido Advisors
104
Lido Advisors
California
$498K +$480K +6,148 New
SMC
105
Smith, Moore & Co
Missouri
$497K +$40.2K +515 +9%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$496K +$1.17K +15 +0.2%
JGCM
107
Joseph Group Capital Management
Ohio
$495K -$3.36K -43 -0.7%
SC
108
Steph & Co
Wisconsin
$471K
FGWP
109
Founders Grove Wealth Partners
Virginia
$468K -$49.7K -637 -10%
IWM
110
IHT Wealth Management
Illinois
$460K +$9.29K +119 +2%
SFS
111
Security Financial Services
Indiana
$458K +$442K +5,654 New
JCM
112
Jacobi Capital Management
Pennsylvania
$458K -$78.1K -1,000 -15%
NW
113
NewEdge Wealth
Pennsylvania
$452K
DI
114
Disciplined Investments
Oklahoma
$446K
SIP
115
Sellwood Investment Partners
Oregon
$432K -$10.7K -137 -3%
IWC
116
Integrated Wealth Concepts
Massachusetts
$431K +$22.3K +286 +6%
MGIA
117
Moneta Group Investment Advisors
Missouri
$426K -$156 -2 -0%
MA
118
MJP Associates
Connecticut
$423K +$312 +4 +0.1%
SIC
119
Sterling Investment Counsel
New York
$412K -$34.5K -442 -8%
TF
120
Tompkins Financial
New York
$408K
HT
121
Heritage Trust
Oklahoma
$405K
PAG
122
Private Advisor Group
New Jersey
$382K -$3.05K -39 -0.8%
HWA
123
HHM Wealth Advisors
Tennessee
$381K
PI
124
PFG Investments
New York
$375K -$13.1K -168 -4%
NA
125
NewEdge Advisors
Louisiana
$341K +$219K +2,808 +200%

CATH Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2025, worth a combined $538M — up 14% from $471M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $20.1M. The largest seller was Corient Private Wealth, cutting an estimated $5.47M.

  • 192 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2025, up from 187 in Q2 2025.
  • Funds reported $538M of Global X S&P 500 Catholic Values ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2025 was Fund Evaluation Group, an estimated $20.1M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2025 was Corient Private Wealth, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.