Global X S&P 500 Catholic Values ETF
CATH
158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $388M → $425M (+$36.8M)
8% more funds holding
Funds holding: 146 → 158 (+12)
2.03% more ownership
Funds ownership: 46.44% → 48.47% (+2%)
9% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$7.13M |
| 2 |
ACGA
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
+$4.83M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.02M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.85M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$2.2M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$2.18M |
| 3 |
Morgan Stanley
New York
|
-$885K |
| 4 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
-$726K |
| 5 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$614K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
151
PSI Advisors
Tampa,
Florida
| $23.4K | +$63 | +1 | +0.3% |
|
|
GWM
152
Geneos Wealth Management
Englewood,
Colorado
| $22.6K | +$1.64K | +26 | +8% |
|
|
M
153
MOTCO
San Antonio,
Texas
| $20.6K | -$3.42K | -54 | -15% |
|
|
WAM
154
WFA Asset Management
Whitefish Bay,
Wisconsin
| $18.8K | +$379 | +6 | +2% |
|
155
Fidelity Investments
Boston,
Massachusetts
| $18.1K | – | – | – |
|
|
S
156
SignatureFD
Atlanta,
Georgia
| $7.19K | – | – | – |
|
157
US Bancorp
Minneapolis,
Minnesota
| $4.45K | +$4.3K | +68 | New |
|
|
TCM
158
Tradewinds Capital Management
Bellingham,
Washington
| $1.1K | – | – | – |
|
159
Goldman Sachs
New York
| – | -$588K | -9,246 | Closed |
|
|
APC
160
Asset Planning Corporation
Knoxville,
Tennessee
| – | -$249K | -3,905 | Closed |
|
|
PA
161
Planning Alternatives
Birmingham,
Michigan
| – | -$204K | -3,198 | Closed |
|
162
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$26.5K | -416 | Closed |
|
163
Citigroup
New York
| – | -$6.68K | -105 | Closed |
|
|
NC
164
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$4.07K | -64 | Closed |
|
CATH Hedge Fund Activity: Q2 2024 in Review
158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2024, worth a combined $425M — up 9.5% from $388M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CATH positions and 6 closed out — a net gain of 15 holders — while 48 added to existing stakes and 44 trimmed.
The largest buyer was Truist Financial, adding an estimated $7.13M. The largest seller was Central Trust Company, cutting an estimated $2.2M.
- 158 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2024, up from 146 in Q1 2024.
- Funds reported $425M of Global X S&P 500 Catholic Values ETF stock for Q2 2024, up 9.5% quarter-over-quarter.
- 21 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2024 and 6 closed out, a net change of +15 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2024 was Truist Financial, an estimated $7.13M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q2 2024 was Central Trust Company, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2024.