Global X S&P 500 Catholic Values ETF
CATH
113 hedge funds and large institutions have $243M invested in Global X S&P 500 Catholic Values ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 12 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
6% more capital invested
Capital invested by funds: $228M → $243M (+$14.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
2% less funds holding
Funds holding: 115 → 113 (-2)
2.23% less ownership
Funds ownership: 45.29% → 43.06% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$5.39M |
| 2 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$2.28M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.12M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sentinel Trust
Houston,
Texas
|
-$5.99M |
| 2 |
Jane Street
New York
|
-$1.08M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$892K |
| 4 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$817K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$529K |
CATH Hedge Fund Activity: Q4 2022 in Review
113 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2022, worth a combined $243M — up 6.5% from $228M a quarter earlier.
Fund positioning in CATH was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 37 added to existing stakes and 26 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $5.39M. The largest seller was Sentinel Trust, exiting entirely with an estimated $5.99M sold.
- 113 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2022, down from 115 in Q3 2022.
- Funds reported $243M of Global X S&P 500 Catholic Values ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
- 12 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2022 was Polen Capital Management, an estimated $5.39M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2022 was Sentinel Trust, an estimated $5.99M sold.
Based on aggregated 13F filings for Q4 2022.