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Global X S&P 500 Catholic Values ETF

10 hedge funds and large institutions have $19.1M invested in Global X S&P 500 Catholic Values ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,212% more capital invested

Capital invested by funds: $1.45M → $19.1M (+$17.6M)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more funds holding

Funds holding: 510 (+5)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

28.7% more ownership

Funds ownership: 0%28.7% (+29%)

Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

CATH Hedge Fund Activity: Q4 2016 in Review

10 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2016, worth a combined $19.1M — up 1,212% from $1.45M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CATH positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $5.81M. The largest seller was UBS Group, cutting an estimated $409K.

  • 10 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2016, up from 5 in Q3 2016.
  • Funds reported $19.1M of Global X S&P 500 Catholic Values ETF stock for Q4 2016, up 1,212% quarter-over-quarter.
  • 7 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2016 and 2 closed out, a net change of +5 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2016 was Bank of America, an estimated $5.81M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q4 2016 was UBS Group, an estimated $409K sold.

Based on aggregated 13F filings for Q4 2016.