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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

59 hedge funds and large institutions have $183M invested in Global X S&P 500 Catholic Values ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
16
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.1M
2
BA
2
BCM Advisors
Louisiana
$10M
3
CF
3
Corrigan Financial
Rhode Island
$1.72M
4
M&T Bank
4
M&T Bank
New York
$564K
5
KAS
5
Kestra Advisory Services
Texas
$483K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$287K
2
Bank of America
2
Bank of America
North Carolina
$28.7M
3
Ameriprise
3
Ameriprise
Minnesota
$527K
4
DY
4
Dowling & Yahnke
California
$3.48M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$80.1M 1,927,219 +270,357 +16%
Bank of America
2
Bank of America
North Carolina
$28.7M 690,478 -27,224 -4%
FEG
3
Fund Evaluation Group
Ohio
$14.5M 347,843 +4,693 +1%
BA
4
BCM Advisors
Louisiana
$10M 247,617 +54,971 +29%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$5.01M 120,570 -1,167 -1%
JWM
6
Janiczek Wealth Management
Colorado
$4.06M 97,648 – –
KeyBank National Association
7
KeyBank National Association
Ohio
$3.78M 90,870 +6,031 +7%
DY
8
Dowling & Yahnke
California
$3.48M 83,820 -2,400 -3%
CB
9
Commerce Bank
Missouri
$2.8M 67,325 – –
DI
10
DAGCO Inc
Ohio
$2.63M 63,350 – –
NB
11
Northwest Bancshares
Pennsylvania
$2.51M 60,312 +3,000 +5%
CSIC
12
Clifford Swan Investment Counsel
California
$2.2M 52,950 – –
CF
13
Corrigan Financial
Rhode Island
$1.72M 41,456 +41,456 New
BBNA
14
Bremer Bank National Association
Minnesota
$1.6M 38,506 – –
SC
15
Savant Capital
Illinois
$1.52M 36,502 -7 -0%
BDWM
16
Brewin Dolphin Wealth Management
Ireland
$1.48M 35,500 – –
UBS Group
17
UBS Group
Switzerland
$1.43M 34,387 +6,871 +25%
LPL Financial
18
LPL Financial
California
$1.28M 30,735 +4,781 +18%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$1.14M 27,443 – –
SEI Investments
20
SEI Investments
Pennsylvania
$950K 22,885 +7,358 +47%
MA
21
MCF Advisors
Kentucky
$941K 22,652 -948 -4%
WSFS
22
Wilmington Savings Fund Society
Delaware
$918K 22,100 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$884K 21,298 +1,831 +9%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$789K 19,000 – –
Goldman Sachs
25
Goldman Sachs
New York
$738K 17,750 -600 -3%
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