We are live on
!
Find out more
Global X S&P 500 Catholic Values ETF
CATH
CATH
204 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 48 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
90% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 48
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
1% more funds holding
Funds holding: 202 → 204 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.46% less ownership
Funds ownership: 51.32% → 50.86% (-0.46%)
1% less capital invested
Capital invested by funds: $564M → $556M (-$8.04M)
Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
91
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$11.9M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$4.32M |
| 3 |
Morgan Stanley
New York
|
+$3.83M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.71M |
| 5 |
Jane Street
New York
|
+$3.09M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Russell Investments Group
London,
United Kingdom
| $2.66K | -$409 | -5 | -13% |
|
|
RFP
202
Root Financial Partners
Encinitas,
California
| $1.72K | -$2.7K | -33 | -60% |
|
|
TCM
203
Tradewinds Capital Management
Bellingham,
Washington
| $1.26K | – | – | – |
|
|
S
204
SignatureFD
Atlanta,
Georgia
| $75 | -$8.91K | -109 | -99% |
|
205
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$8.26M | -100,429 | Closed |
|
206
Citadel Advisors
Miami,
Florida
| – | -$959K | -11,662 | Closed |
|
|
TRCT
207
Tower Research Capital (TRC)
New York
| – | -$473K | -5,748 | Closed |
|
208
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$270K | -3,234 | Closed |
|
|
SI
209
Shaker Investments
Cleveland,
Ohio
| – | -$255K | -3,101 | Closed |
|
|
FA
210
Fiduciary Alliance
Greenville,
South Carolina
| – | -$211K | -2,560 | Closed |
|
|
AWA
211
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$208K | -2,526 | Closed |
|
|
CWM
212
Calamos Wealth Management
Naperville,
Illinois
| – | -$205K | -2,496 | Closed |
|
|
CAS
213
Coppell Advisory Solutions
Coppell,
Texas
| – | -$201K | -2,430 | Closed |
|