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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 %
VAMG
151
Voisard Asset Management Group
Michigan
$112K +$112K +1,619 New
HCA
152
Heck Capital Advisors
Wisconsin
$98.9K – – –
CA
153
Clearstead Advisors
Ohio
$98.4K +$16.4K +237 +20%
GRP
154
Global Retirement Partners
California
$75.2K +$75.2K +1,084 New
HI
155
Harbour Investments
Wisconsin
$70.4K – – –
GEA
156
Glen Eagle Advisors
New Jersey
$69.4K – – –
NA
157
NewEdge Advisors
Louisiana
$67.1K -$2.15K -31 -3%
PS
158
Principal Securities
Iowa
$58.4K -$16K -231 -22%
AIP
159
Ameritas Investment Partners
Nebraska
$48.8K +$69 +1 +0.1%
ME
160
McIlrath & Eck
Washington
$44.6K – – –
PA
161
Pineridge Advisors
Missouri
$41.6K – – –
GWM
162
Geneos Wealth Management
Colorado
$27.5K +$3.47K +50 +14%
EWP
163
Elevation Wealth Partners
California
$27.4K +$69 +1 +0.3%
PA
164
PSI Advisors
Florida
$25K +$69 +1 +0.3%
M
165
MOTCO
Texas
$21.9K – – –
WAM
166
WFA Asset Management
Wisconsin
$20.4K +$416 +6 +2%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$19.2K – – –
MFA
168
McClarren Financial Advisors
Pennsylvania
$18.4K +$17.6K +8,857 +2,259%
TPW
169
Talon Private Wealth
Florida
$8.19K +$8.19K +118 New
S
170
SignatureFD
Georgia
$7.63K – – –
TCM
171
Tradewinds Capital Management
Washington
$1.18K – – –
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$1.11K +$1.11K +16 New
FGC
173
Financial Gravity Companies
Texas
$69 +$69 +1 New
HTC
174
Haverford Trust Company
Pennsylvania
– -$6.13M -93,778 Closed
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
– -$5.17M -78,333 Closed
4 5 6
7
8