Global X S&P 500 Catholic Values ETF
CATH
114 hedge funds and large institutions have $215M invested in Global X S&P 500 Catholic Values ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 15 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
0% more funds holding
Funds holding: 114 → 114 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
4.12% less ownership
Funds ownership: 47.38% → 43.25% (-4.1%)
30% less capital invested
Capital invested by funds: $307M → $215M (-$92.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.28M |
| 3 |
Jane Street
New York
|
+$2.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.62M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$50M |
| 2 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$7.25M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.49M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.37M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$842K |
CATH Hedge Fund Activity: Q2 2022 in Review
114 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2022, worth a combined $215M — down 30% from $307M a quarter earlier.
Fund positioning in CATH was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 20 trimmed.
The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $50M.
- 114 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $215M of Global X S&P 500 Catholic Values ETF stock for Q2 2022, down 30% quarter-over-quarter.
- 15 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2022 was Hirtle Callaghan & Co, an estimated $11.4M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q2 2022 was Morgan Stanley, an estimated $50M sold.
Based on aggregated 13F filings for Q2 2022.