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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

173 hedge funds and large institutions have $413M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.15M
2
Truist Financial
2
Truist Financial
North Carolina
$16.5M
3
WB
3
WesBanco Bank
West Virginia
$1.51M
4
Ameriprise
4
Ameriprise
Minnesota
$6.92M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
FEG
2
Fund Evaluation Group
Ohio
$20.7M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ACGA
5
Atlanta Consulting Group Advisors
Georgia
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFB
126
STAR Financial Bank
Indiana
$253K +$253K +3,647 New
CRC
127
Curi RMB Capital
Illinois
$245K – – –
PWMG
128
Pioneer Wealth Management Group
Texas
$244K +$2.5K +36 +1%
BTWM
129
Brass Tax Wealth Management
Ohio
$243K – – –
GSEP
130
Golden State Equity Partners
California
$229K +$10.2K +147 +5%
BFS
131
Bradley Foster & Sargent
Connecticut
$217K +$217K +3,132 New
BBHC
132
Brown Brothers Harriman & Co
New York
$216K +$216K +3,110 New
HF
133
HRT Financial
New York
$214K +$214K +3,098 New
FFBTD
134
First Financial Bank - Trust Division
Ohio
$214K – – –
TSWM
135
Tyler-Stone Wealth Management
Ohio
$213K +$117K +1,691 +122%
SI
136
Shaker Investments
Ohio
$213K +$833 +12 +0.4%
KAS
137
Kestra Advisory Services
Texas
$211K -$102K -1,474 -33%
BPA
138
Beacon Pointe Advisors
California
$210K +$210K +3,033 New
APC
139
Asset Planning Corporation
Tennessee
$208K +$208K +3,000 New
AWAP
140
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$204K +2,946 New
CAM
141
Cozad Asset Management
Illinois
$201K -$27.4K -395 -12%
SCA
142
Snowden Capital Advisors
New York
$201K +$201K +2,900 New
SI
143
Seeds Investor
New York
$201K +$201K +2,893 New
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$193K – – –
CAS
145
Coppell Advisory Solutions
Texas
$177K -$3.73K -54 -2%
PAI
146
Pittenger & Anderson Inc
Nebraska
$175K – – –
CFGS
147
Concourse Financial Group Securities
Alabama
$175K – – –
GM
148
GeoWealth Management
Illinois
$172K +$172K +2,475 New
Jones Financial Companies
149
Jones Financial Companies
Missouri
$159K +$5.66K +82 +4%
Bank Julius Baer & Co
150
Bank Julius Baer & Co
Switzerland
$138K +$28K +341 +25%
4 5
6
7 8