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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$428M
2
FEG
2
Fund Evaluation Group
Ohio
$26.4M
3
Cerity Partners
3
Cerity Partners
New York
$4.34M
4
Truist Financial
4
Truist Financial
North Carolina
$20.6M
5
LPL Financial
5
LPL Financial
California
$9.44M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
WB
3
WesBanco Bank
West Virginia
$429K
4
Morgan Stanley
4
Morgan Stanley
New York
$26.2M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
126
Tompkins Financial
New York
$269K +$269K +3,793 New
FWS
127
FinDec Wealth Services
California
$263K -$3.9K -55 -1%
CP
128
Capital Planning
Washington
$263K – – –
HWA
129
HHM Wealth Advisors
Tennessee
$261K -$62K -875 -19%
SFB
130
STAR Financial Bank
Indiana
$258K – – –
AAS
131
Ameritas Advisory Services
Nebraska
$254K -$11.8K -166 -4%
BTWM
132
Brass Tax Wealth Management
Ohio
$248K – – –
CRC
133
Curi RMB Capital
Illinois
$248K -$2.83K -40 -1%
FFBTD
134
First Financial Bank - Trust Division
Ohio
$238K +$19.8K +280 +9%
ELC
135
Edgar Lomax Company
Virginia
$238K +$238K +3,363 New
KAS
136
Kestra Advisory Services
Texas
$233K +$17.6K +248 +8%
TLFA
137
True Link Financial Advisors
California
$228K +$228K +3,214 New
Bank Julius Baer & Co
138
Bank Julius Baer & Co
Switzerland
$219K +$87.9K +1,124 +67%
TSWM
139
Tyler-Stone Wealth Management
Ohio
$218K – – –
SI
140
Shaker Investments
Ohio
$218K – – –
EH
141
Equitable Holdings
New York
$217K +$217K +3,062 New
BPA
142
Beacon Pointe Advisors
California
$215K – – –
GSEP
143
Golden State Equity Partners
California
$214K -$19.3K -273 -8%
APC
144
Asset Planning Corporation
Tennessee
$213K – – –
AWAP
145
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$209K – – –
SCA
146
Snowden Capital Advisors
New York
$207K – – –
BWMG
147
Barnes Wealth Management Group
California
$205K +$205K +2,893 New
SI
148
Seeds Investor
New York
$205K – – –
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$199K – – –
CFGS
150
Concourse Financial Group Securities
Alabama
$183K -$1.62K -22 -0.9%
4 5
6
7 8