Global X S&P 500 Catholic Values ETF
CATH
144 hedge funds and large institutions have $418M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 2 closing their positions.
1,050% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 2
59% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 29
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $338M → $418M (+$80.1M)
16% more funds holding
Funds holding: 124 → 144 (+20)
3.7% more ownership
Funds ownership: 50.58% → 54.28% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
CFFNO
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
+$3.41M |
| 3 |
CCB
Country Club Bank
Kansas City,
Missouri
|
+$1.27M |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$838K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.07M |
| 2 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$2.06M |
| 3 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$1.76M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$1.62M |
| 5 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$694K |
CATH Hedge Fund Activity: Q4 2023 in Review
144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2023, worth a combined $418M — up 24% from $338M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CATH positions and 2 closed out — a net gain of 21 holders — while 46 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Bank of Montreal, cutting an estimated $8.07M.
- 144 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2023, up from 124 in Q3 2023.
- Funds reported $418M of Global X S&P 500 Catholic Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2023 and 2 closed out, a net change of +21 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2023 was Bank of Montreal, an estimated $8.07M sold.
Based on aggregated 13F filings for Q4 2023.