Global X S&P 500 Catholic Values ETF
CATH
112 hedge funds and large institutions have $307M invested in Global X S&P 500 Catholic Values ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
26% more funds holding
Funds holding: 89 → 112 (+23)
19% more capital invested
Capital invested by funds: $258M → $307M (+$48.8M)
1.03% more ownership
Funds ownership: 46.45% → 47.49% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.1M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$2.56M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$2.16M |
| 4 |
ANB
Amarillo National Bank
Amarillo,
Texas
|
+$2.12M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.73M |
| 2 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$1.31M |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
-$1.1M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$605K |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$434K |
CATH Hedge Fund Activity: Q4 2021 in Review
112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2021, worth a combined $307M — up 19% from $258M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CATH positions and 5 closed out — a net gain of 24 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $4.73M.
- 112 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2021, up from 89 in Q3 2021.
- Funds reported $307M of Global X S&P 500 Catholic Values ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 29 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2021 and 5 closed out, a net change of +24 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2021 was Bank of Montreal, an estimated $13.1M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2021 was Morgan Stanley, an estimated $4.73M sold.
Based on aggregated 13F filings for Q4 2021.