Global X S&P 500 Catholic Values ETF
CATH
174 hedge funds and large institutions have $414M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
10% more funds holding
Funds holding: 158 → 174 (+16)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $425M → $414M (-$10.9M)
2.66% less ownership
Funds ownership: 48.47% → 45.8% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.07M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.05M |
| 3 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$1.45M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$776K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$6.62M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$6.13M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.17M |
| 5 |
ACGA
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
176
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5.17M | -78,333 | Closed |
|
|
GCIM
177
Gunn & Company Investment Management
Jacksonville,
Florida
| – | -$811K | -12,400 | Closed |
|
|
LIA
178
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$69.2K | -1,059 | Closed |
|
179
US Bancorp
Minneapolis,
Minnesota
| – | -$4.45K | -68 | Closed |
|
CATH Hedge Fund Activity: Q3 2024 in Review
174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2024, worth a combined $414M — down 2.6% from $425M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CATH positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 45 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 174 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2024, up from 158 in Q2 2024.
- Funds reported $414M of Global X S&P 500 Catholic Values ETF stock for Q3 2024, down 2.6% quarter-over-quarter.
- 22 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2024 and 5 closed out, a net change of +17 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.07M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2024.