Global X S&P 500 Catholic Values ETF
CATH
114 hedge funds and large institutions have $307M invested in Global X S&P 500 Catholic Values ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 9 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 20
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
2% more funds holding
Funds holding: 112 → 114 (+2)
0% more capital invested
Capital invested by funds: $307M → $307M (+$69K)
0.11% less ownership
Funds ownership: 47.49% → 47.38% (-0.11%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
+$3.32M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.47M |
| 4 |
MA
MCF Advisors
Covington,
Kentucky
|
+$1.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.82M |
| 2 |
Morgan Stanley
New York
|
-$1.72M |
| 3 |
FBT
First Bank & Trust
Brookings,
South Dakota
|
-$714K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$385K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$340K |
CATH Hedge Fund Activity: Q1 2022 in Review
114 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2022, worth a combined $307M — up 0.02% from $307M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CATH positions and 9 closed out — a net gain of 5 holders — while 52 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $3.32M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.82M sold.
- 114 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2022, up from 112 in Q4 2021.
- Funds reported $307M of Global X S&P 500 Catholic Values ETF stock for Q1 2022, up 0.02% quarter-over-quarter.
- 14 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2022 and 9 closed out, a net change of +5 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2022 was Bank of America, an estimated $3.32M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2022.