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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

53 hedge funds and large institutions have $129M invested in Global X S&P 500 Catholic Values ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
22
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
Bank of America
2
Bank of America
North Carolina
$23M
3
FEG
3
Fund Evaluation Group
Ohio
$15.1M
4
SC
4
Savant Capital
Illinois
$1.15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.64M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
DWT
2
Dorsey & Whitney Trust
South Dakota
$0
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.2M
4
Jane Street
4
Jane Street
New York
$336K
5
CSIC
5
Clifford Swan Investment Counsel
California
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M 1,637,566 +1,514,668 +1,232%
Bank of America
2
Bank of America
North Carolina
$23M 721,412 +110,036 +18%
FEG
3
Fund Evaluation Group
Ohio
$15.1M 474,365 +36,408 +8%
BA
4
BCM Advisors
Louisiana
$6.1M 191,338 +14,053 +8%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$4.2M 131,919 -9,739 -7%
JWM
6
Janiczek Wealth Management
Colorado
$3.11M 97,648 +13,000 +15%
DY
7
Dowling & Yahnke
California
$2.82M 88,420 – –
CB
8
Commerce Bank
Missouri
$2.15M 67,325 +27,125 +67%
DI
9
DAGCO Inc
Ohio
$1.98M 62,200 – –
NB
10
Northwest Bancshares
Pennsylvania
$1.83M 57,312 +1,000 +2%
CSIC
11
Clifford Swan Investment Counsel
California
$1.69M 52,950 -1,800 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$1.64M 51,357 +33,957 +195%
BBNA
13
Bremer Bank National Association
Minnesota
$1.23M 38,506 – –
SC
14
Savant Capital
Illinois
$1.15M 36,126 +36,126 New
UBS Group
15
UBS Group
Switzerland
$931K 29,213 +5,565 +24%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$874K 27,443 – –
LPL Financial
17
LPL Financial
California
$784K 24,612 +498 +2%
WSFS
18
Wilmington Savings Fund Society
Delaware
$704K 22,100 – –
Ameriprise
19
Ameriprise
Minnesota
$618K 19,607 +13,582 +225%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$606K 19,040 +6,671 +54%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$605K 19,000 -600 -3%
Goldman Sachs
22
Goldman Sachs
New York
$566K 17,750 +17,750 New
SEI Investments
23
SEI Investments
Pennsylvania
$487K 15,260 +823 +6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$478K 15,010 +15,010 New
CIA
25
Choate Investment Advisors
Massachusetts
$384K 12,055 – –
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