Global X S&P 500 Catholic Values ETF
CATH
34 hedge funds and large institutions have $64.8M invested in Global X S&P 500 Catholic Values ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
672% more capital inflows, than outflows
Capital inflows: $20.8M | Capital outflows: $2.7M
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more funds holding
Funds holding: 26 → 34 (+8)
1.65% less ownership
Funds ownership: 28.6% → 26.95% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$3.83M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 4 |
DI
DAGCO Inc
Westlake,
Ohio
|
+$2.22M |
| 5 |
Janiczek Wealth Management
Denver,
Colorado
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LVZ Inc
Holland,
Michigan
|
-$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$417K |
| 4 |
Morgan Stanley
New York
|
-$258K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$245K |
CATH Hedge Fund Activity: Q1 2019 in Review
34 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2019, worth a combined $64.8M — up 55% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CATH positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $3.83M. The largest seller was LVZ Inc, exiting entirely with an estimated $1.18M sold.
- 34 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2019, up from 26 in Q4 2018.
- Funds reported $64.8M of Global X S&P 500 Catholic Values ETF stock for Q1 2019, up 55% quarter-over-quarter.
- 12 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2019 and 3 closed out, a net change of +9 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2019 was Fund Evaluation Group, an estimated $3.83M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2019 was LVZ Inc, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2019.