Global X S&P 500 Catholic Values ETF
CATH
CATH
114 hedge funds and large institutions have $215M invested in Global X S&P 500 Catholic Values ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
4.12% less ownership
Funds ownership: 47.38% → 43.25% (-4.1%)
30% less capital invested
Capital invested by funds: $307M → $215M (-$92.4M)
Holders
114
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.4M | |
| 2 | +$5.74M | |
| 3 | +$2.41M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.61M |
Top Sellers
| 1 | -$45.7M | |
| 2 | -$6.96M | |
| 3 | -$1.49M | |
| 4 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.37M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$842K |