Global X S&P 500 Catholic Values ETF
CATH
145 hedge funds and large institutions have $386M invested in Global X S&P 500 Catholic Values ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 2 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 30
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more funds holding
Funds holding: 124 → 145 (+21)
8% more capital inflows, than outflows
Capital inflows: $19.1M | Capital outflows: $17.7M
0.48% less ownership
Funds ownership: 50.58% → 50.1% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
+$3.41M |
| 2 |
Country Club Bank
Kansas City,
Missouri
|
+$1.27M |
| 3 |
Haverford Trust Company
Radnor,
Pennsylvania
|
+$838K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$813K |
| 5 |
Gunn & Company Investment Management
Jacksonville,
Florida
|
+$757K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.07M |
| 2 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$2.06M |
| 3 |
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$1.76M |
| 4 |
Central Trust Company
Jefferson City,
Missouri
|
-$1.62M |
| 5 |
Morgan Stanley
New York
|
-$1.33M |
CATH Hedge Fund Activity: Q4 2023 in Review
145 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2023, worth a combined $386M — up 14% from $338M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CATH positions and 2 closed out — a net gain of 22 holders — while 45 added to existing stakes and 30 trimmed.
The largest buyer was Common Fund For Nonprofit Organizations, adding an estimated $3.41M. The largest seller was Bank of Montreal, cutting an estimated $8.07M.
- 145 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2023, up from 124 in Q3 2023.
- Funds reported $386M of Global X S&P 500 Catholic Values ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 24 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2023 and 2 closed out, a net change of +22 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2023 was Common Fund For Nonprofit Organizations, an estimated $3.41M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2023 was Bank of Montreal, an estimated $8.07M sold.
Based on aggregated 13F filings for Q4 2023.