CATH icon

Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

186 hedge funds and large institutions have $470M 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.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
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
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
126
Mutual of America Capital Management
New York
$313K +$313K +4,155 New
WB
127
WesBanco Bank
West Virginia
$310K -$214K -2,838 -41%
FAIM
128
Financial Advocates Investment Management
Washington
$306K +$13.8K +183 +5%
NI
129
Natural Investments
California
$297K – – –
EWA
130
EverSource Wealth Advisors
Alabama
$294K +$66.6K +883 +29%
SWP
131
Stratos Wealth Partners
Ohio
$292K – – –
SAI
132
Savvy Advisors Inc
New York
$291K +$291K +3,861 New
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K – – –
CP
134
Capital Planning
Washington
$277K -$2.12K -28 -0.8%
SFB
135
STAR Financial Bank
Indiana
$275K – – –
BTWM
136
Brass Tax Wealth Management
Ohio
$264K – – –
FWS
137
FinDec Wealth Services
California
$262K – – –
AAS
138
Ameritas Advisory Services
Nebraska
$259K +$13.8K +183 +6%
TSWM
139
Tyler-Stone Wealth Management
Ohio
$258K +$2.72K +36 +1%
BCM
140
Becker Capital Management
Oregon
$254K -$36.4K -480 -13%
FFBTD
141
First Financial Bank - Trust Division
Ohio
$254K -$75 -1 -0%
KAS
142
Kestra Advisory Services
Texas
$245K +$245K +3,251 New
AWAP
143
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$234K +3,096 New
SI
144
Shaker Investments
Ohio
$233K – – –
EH
145
Equitable Holdings
New York
$232K – – –
BPA
146
Beacon Pointe Advisors
California
$229K – – –
APC
147
Asset Planning Corporation
Tennessee
$226K – – –
SCA
148
Snowden Capital Advisors
New York
$220K +$220K +2,900 New
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$219K +$219K +2,872 New
BWMG
150
Barnes Wealth Management Group
California
$218K +$218K +2,884 New
4 5
6
7 8