Global X S&P 500 Catholic Values ETF
CATH
5 hedge funds and large institutions have $1.45M invested in Global X S&P 500 Catholic Values ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
11,085% more capital invested
Capital invested by funds: $13K → $1.45M (+$1.44M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$997K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$320K |
| 3 |
Morgan Stanley
New York
|
+$104K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.9K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $1M | +$997K | +38,200 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $323K | +$320K | +12,284 | New |
|
|
3
Morgan Stanley
New York
| $114K | +$104K | +4,000 | +1,246% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $11K | +$10.9K | +418 | New |
|
|
5
Mariner
Overland Park,
Kansas
| $2K | +$1.98K | +76 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| – | -$5K | -206 | Closed |
|
CATH Hedge Fund Activity: Q3 2016 in Review
5 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2016, worth a combined $1.45M — up 11,085% from $13K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CATH positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $997K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $5K sold.
- 5 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2016, up from 2 in Q2 2016.
- Funds reported $1.45M of Global X S&P 500 Catholic Values ETF stock for Q3 2016, up 11,085% quarter-over-quarter.
- 4 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2016 was UBS Group, an estimated $997K added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2016 was Tower Research Capital (TRC), an estimated $5K sold.
Based on aggregated 13F filings for Q3 2016.