Global X S&P 500 Catholic Values ETF
CATH
124 hedge funds and large institutions have $338M invested in Global X S&P 500 Catholic Values ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 34
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 122 → 124 (+2)
2% more capital invested
Capital invested by funds: $331M → $338M (+$6.83M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.13% less ownership
Funds ownership: 50.71% → 50.58% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.26M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$7M |
| 3 |
CFFNO
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
+$4.74M |
| 4 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$3.34M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$3.75M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.13M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$2.17M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$1.65M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$1.15M |
CATH Hedge Fund Activity: Q3 2023 in Review
124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2023, worth a combined $338M — up 2.1% from $331M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CATH positions and 8 closed out — a net gain of 3 holders — while 50 added to existing stakes and 34 trimmed.
The largest buyer was Bank of America, adding an estimated $8.26M. The largest seller was DAGCO Inc, cutting an estimated $3.75M.
- 124 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2023, up from 122 in Q2 2023.
- Funds reported $338M of Global X S&P 500 Catholic Values ETF stock for Q3 2023, up 2.1% quarter-over-quarter.
- 11 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2023 and 8 closed out, a net change of +3 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2023 was Bank of America, an estimated $8.26M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2023 was DAGCO Inc, an estimated $3.75M sold.
Based on aggregated 13F filings for Q3 2023.