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Global X S&P 500 Catholic Values ETF

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: 179187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
151
Barnes Wealth Management Group
California
$218K +$201K +2,884 New
PA
152
Planning Alternatives
Michigan
$217K +$200K +2,874 New
TLFA
153
True Link Financial Advisors
California
$215K -$16.7K -240 -8%
JIC
154
Johnson Investment Counsel
Ohio
$212K +$195K +2,805 New
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$210K
BS
156
Banco Santander
Spain
$206K +$190K +2,736 New
GM
157
GeoWealth Management
Illinois
$197K +$182K +2,611 New
PAI
158
Pittenger & Anderson Inc
Nebraska
$192K +$1.74K +25 +1%
CA
159
Clearstead Advisors
Ohio
$147K +$29.5K +424 +28%
Bank Julius Baer & Co
160
Bank Julius Baer & Co
Switzerland
$140K -$45.8K -659 -26%
NA
161
NewEdge Advisors
Louisiana
$106K +$1.32K +19 +1%
AP
162
Aspect Partners
Virginia
$105K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$92.7K -$556 -8 -0.6%
HI
164
Harbour Investments
Wisconsin
$76.7K +$139 +2 +0.2%
GEA
165
Glen Eagle Advisors
New Jersey
$75.5K
PS
166
Principal Securities
Iowa
$70.8K +$6.4K +92 +11%
ME
167
McIlrath & Eck
Washington
$48.5K
AIP
168
Ameritas Investment Partners
Nebraska
$47.6K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$47.2K
GWM
170
Geneos Wealth Management
Colorado
$45.4K -$36.3K -522 -46%
FWA
171
Flagship Wealth Advisors
Massachusetts
$41.8K
PA
172
Pineridge Advisors
Missouri
$34.9K
NEWAS
173
N.E.W. Advisory Services
Wisconsin
$32.9K -$30.3K -436 -50%
US Bancorp
174
US Bancorp
Minnesota
$31.4K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$30.2K +$27.8K +400 New

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.