Global X S&P 500 Catholic Values ETF
CATH
11 hedge funds and large institutions have $29.3M invested in Global X S&P 500 Catholic Values ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
2% more capital invested
Capital invested by funds: $28.8M → $29.3M (+$509K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.72% less ownership
Funds ownership: 28.43% → 27.72% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.69M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$84.5K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$66.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$45.6K |
| 5 |
Morgan Stanley
New York
|
+$43.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 2 |
Jane Street
New York
|
-$1.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$331K |
| 4 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$101K |
CATH Hedge Fund Activity: Q3 2017 in Review
11 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2017, worth a combined $29.3M — up 1.8% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CATH positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.21M sold.
- 11 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2017, up from 9 in Q2 2017.
- Funds reported $29.3M of Global X S&P 500 Catholic Values ETF stock for Q3 2017, up 1.8% quarter-over-quarter.
- 4 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2017 and 2 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2017 was Bank of America, an estimated $1.69M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2017 was Susquehanna International Group, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2017.