CATH icon

Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

51 hedge funds and large institutions have $153M invested in Global X S&P 500 Catholic Values ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
8
Increased
18
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$3.23M
2
BDWM
2
Brewin Dolphin Wealth Management
Ireland
$1.35M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.2M
5
MA
5
MCF Advisors
Kentucky
$900K

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$13.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.64M
4
Jane Street
4
Jane Street
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.2M 1,656,862 +19,296 +1%
Bank of America
2
Bank of America
North Carolina
$27.4M 717,702 -3,710 -0.5%
FEG
3
Fund Evaluation Group
Ohio
$13.1M 343,150 -131,215 -28%
BA
4
BCM Advisors
Louisiana
$7.34M 192,646 +1,308 +0.7%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$4.64M 121,737 -10,182 -8%
JWM
6
Janiczek Wealth Management
Colorado
$3.72M 97,648 – –
DY
7
Dowling & Yahnke
California
$3.29M 86,220 -2,200 -2%
KeyBank National Association
8
KeyBank National Association
Ohio
$3.23M 84,839 +84,839 New
CB
9
Commerce Bank
Missouri
$2.57M 67,325 – –
DI
10
DAGCO Inc
Ohio
$2.42M 63,350 +1,150 +2%
NB
11
Northwest Bancshares
Pennsylvania
$2.19M 57,312 – –
CSIC
12
Clifford Swan Investment Counsel
California
$2.02M 52,950 – –
BBNA
13
Bremer Bank National Association
Minnesota
$1.47M 38,506 – –
SC
14
Savant Capital
Illinois
$1.39M 36,509 +383 +1%
BDWM
15
Brewin Dolphin Wealth Management
Ireland
$1.35M 35,500 +35,500 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.3M 34,235 +27,566 +413%
UBS Group
17
UBS Group
Switzerland
$1.05M 27,516 -1,697 -6%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$1.05M 27,443 – –
LPL Financial
19
LPL Financial
California
$989K 25,954 +1,342 +5%
MA
20
MCF Advisors
Kentucky
$900K 23,600 +14,192 +151%
WSFS
21
Wilmington Savings Fund Society
Delaware
$842K 22,100 – –
Ameriprise
22
Ameriprise
Minnesota
$797K 20,992 +1,385 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$742K 19,467 +427 +2%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$724K 19,000 – –
Goldman Sachs
25
Goldman Sachs
New York
$700K 18,350 +600 +3%
1
2 3