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Global X S&P 500 Catholic Values ETF
CATH

187 hedge funds and large institutions have $471M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

4% more funds holding

Funds holding: 179 → 187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.23% less ownership

Funds ownership: 51.49% → 49.27% (-2.2%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCOT
Trust Company of Toledo
Ohio
+$2.91M
2
SC
Savant Capital
Illinois
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$2.6M
4
ONB
Old National Bancorp
Indiana
+$2.5M
5
Goldman Sachs
Goldman Sachs
New York
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.8M
2
CTC
Central Trust Company
Missouri
-$5M
3
TPI
Trust Point Inc
Wisconsin
-$885K
4
OAJ
Ogorek Anthony Joseph
New York
-$867K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
126
Financial Engines Advisors
California
$313K +$1.88K +27 +0.7%
MOACM
127
Mutual of America Capital Management
New York
$313K +$289K +4,155 New
WB
128
WesBanco Bank
West Virginia
$310K -$197K -2,838 -41%
FAIM
129
Financial Advocates Investment Management
Washington
$306K +$12.7K +183 +5%
NI
130
Natural Investments
California
$297K – – –
EWA
131
EverSource Wealth Advisors
Alabama
$294K +$61.4K +883 +29%
SWP
132
Stratos Wealth Partners
Ohio
$292K – – –
SAI
133
Savvy Advisors Inc
New York
$291K +$269K +3,861 New
SIAP
134
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K – – –
CP
135
Capital Planning
Washington
$277K -$1.95K -28 -0.8%
SFB
136
STAR Financial Bank
Indiana
$275K – – –
BTWM
137
Brass Tax Wealth Management
Ohio
$264K – – –
FWS
138
FinDec Wealth Services
California
$262K – – –
AAS
139
Ameritas Advisory Services
Nebraska
$259K +$12.7K +183 +6%
TSWM
140
Tyler-Stone Wealth Management
Ohio
$258K +$2.5K +36 +1%
BCM
141
Becker Capital Management
Oregon
$254K -$33.4K -480 -13%
FFBTD
142
First Financial Bank - Trust Division
Ohio
$254K -$70 -1 -0%
KAS
143
Kestra Advisory Services
Texas
$245K +$226K +3,251 New
AWAP
144
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$215K +3,096 New
SI
145
Shaker Investments
Ohio
$233K – – –
EH
146
Equitable Holdings
New York
$232K – – –
BPA
147
Beacon Pointe Advisors
California
$229K – – –
APC
148
Asset Planning Corporation
Tennessee
$226K – – –
SCA
149
Snowden Capital Advisors
New York
$220K +$202K +2,900 New
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$219K +$200K +2,872 New
4 5
6
7 8

CATH Hedge Fund Activity: Q2 2025 in Review

187 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2025, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 6 closed out — a net gain of 12 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Trust Company of Toledo, opening a new position worth an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 187 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $471M of Global X S&P 500 Catholic Values ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2025 and 6 closed out, a net change of +12 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2025 was Trust Company of Toledo, an estimated $2.91M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q2 2025 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.