Global X S&P 500 Catholic Values ETF
CATH
23 hedge funds and large institutions have $40M invested in Global X S&P 500 Catholic Values ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
21% more funds holding
Funds holding: 19 → 23 (+4)
3% more capital invested
Capital invested by funds: $38.9M → $40M (+$1.11M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.37% less ownership
Funds ownership: 32.81% → 28.43% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$2.89M |
| 2 |
Jane Street
New York
|
+$1.17M |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$388K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$356K |
| 5 |
LPL Financial
San Diego,
California
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DY
Dowling & Yahnke
San Diego,
California
|
-$2.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.14M |
| 3 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$453K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$417K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$280K |
CATH Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2018, worth a combined $40M — up 2.9% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CATH positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Country Club Trust, opening a new position worth an estimated $2.89M. The largest seller was Dowling & Yahnke, cutting an estimated $2.13M.
- 23 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $40M of Global X S&P 500 Catholic Values ETF stock for Q1 2018, up 2.9% quarter-over-quarter.
- 6 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2018 and 2 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2018 was Country Club Trust, an estimated $2.89M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2018 was Dowling & Yahnke, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2018.