Global X S&P 500 Catholic Values ETF
CATH
39 hedge funds and large institutions have $70.4M invested in Global X S&P 500 Catholic Values ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
15% more funds holding
Funds holding: 34 → 39 (+5)
9% more capital invested
Capital invested by funds: $64.8M → $70.4M (+$5.62M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.04% less ownership
Funds ownership: 26.95% → 26.91% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.98M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$970K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$845K |
| 4 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$743K |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.32M |
| 2 |
DY
Dowling & Yahnke
San Diego,
California
|
-$568K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$525K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$98.3K |
CATH Hedge Fund Activity: Q2 2019 in Review
39 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2019, worth a combined $70.4M — up 8.7% from $64.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CATH positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $1.98M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.32M sold.
- 39 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2019, up from 34 in Q1 2019.
- Funds reported $70.4M of Global X S&P 500 Catholic Values ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
- 8 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2019 and 3 closed out, a net change of +5 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2019 was Bank of America, an estimated $1.98M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q2 2019 was Goldman Sachs, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2019.