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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$32.8M
2
Bank of America
Bank of America
North Carolina
$59.7M
3
Wells Fargo
Wells Fargo
California
$14.7M
4
CB
Commerce Bank
Missouri
$8.49M
5
Morgan Stanley
Morgan Stanley
New York
$27.3M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
$3.5M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
$0
3
MFA
McClarren Financial Advisors
Pennsylvania
$759K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
5
NA
Nottingham Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$262K -$1.96K -29 -0.7%
SWP
127
Stratos Wealth Partners
Ohio
$261K +$1.42K +21 +0.5%
FFN
128
Focus Financial Network
Minnesota
$261K -$4.05K -60 -2%
SIAP
129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K – – –
BCM
130
Becker Capital Management
Oregon
$259K +$259K +3,835 New
CP
131
Capital Planning
Washington
$249K – – –
SFB
132
STAR Financial Bank
Indiana
$246K – – –
BTWM
133
Brass Tax Wealth Management
Ohio
$236K – – –
CRC
134
Curi RMB Capital
Illinois
$236K – – –
FWS
135
FinDec Wealth Services
California
$235K -$16.2K -240 -6%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$229K +$21.5K +318 +10%
FFBTD
137
First Financial Bank - Trust Division
Ohio
$227K – – –
AAS
138
Ameritas Advisory Services
Nebraska
$220K -$22.6K -334 -9%
TLFA
139
True Link Financial Advisors
California
$209K -$8.11K -120 -4%
SI
140
Shaker Investments
Ohio
$209K +$1.22K +18 +0.6%
EH
141
Equitable Holdings
New York
$208K +$1.01K +15 +0.5%
SFC
142
Swisher Financial Concepts
Ohio
$207K +$207K +3,071 New
BPA
143
Beacon Pointe Advisors
California
$205K – – –
EWA
144
EverSource Wealth Advisors
Alabama
$203K +$188K +2,789 +1,268%
APC
145
Asset Planning Corporation
Tennessee
$203K – – –
PAI
146
Pittenger & Anderson Inc
Nebraska
$171K – – –
Bank Julius Baer & Co
147
Bank Julius Baer & Co
Switzerland
$170K -$44.5K -583 -21%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$167K – – –
CA
149
Clearstead Advisors
Ohio
$103K – – –
HCA
150
Heck Capital Advisors
Wisconsin
$96.2K – – –
4 5
6
7 8