Global X S&P 500 Catholic Values ETF
CATH
115 hedge funds and large institutions have $228M invested in Global X S&P 500 Catholic Values ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.
184% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2.04% more ownership
Funds ownership: 43.25% → 45.29% (+2%)
1% more capital invested
Capital invested by funds: $226M → $228M (+$2.44M)
1% more funds holding
Funds holding: 114 → 115 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$2.4M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$1.76M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.74M |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
+$1.66M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.06M |
| 2 |
Jane Street
New York
|
-$1.34M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$479K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$293K |
| 5 |
ICM
Islay Capital Management
Lubbock,
Texas
|
-$223K |
CATH Hedge Fund Activity: Q3 2022 in Review
115 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2022, worth a combined $228M — up 1.1% from $226M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CATH positions and 8 closed out — a net gain of 2 holders — while 54 added to existing stakes and 19 trimmed.
The largest buyer was Intercontinental Wealth Advisors, opening a new position worth an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.
- 115 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2022, up from 114 in Q2 2022.
- Funds reported $228M of Global X S&P 500 Catholic Values ETF stock for Q3 2022, up 1.1% quarter-over-quarter.
- 10 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2022 and 8 closed out, a net change of +2 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2022 was Intercontinental Wealth Advisors, an estimated $2.4M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2022 was Morgan Stanley, an estimated $3.06M sold.
Based on aggregated 13F filings for Q3 2022.