Global X S&P 500 Catholic Values ETF
CATH
147 hedge funds and large institutions have $388M invested in Global X S&P 500 Catholic Values ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
1% more funds holding
Funds holding: 145 → 147 (+2)
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
3.63% less ownership
Funds ownership: 50.1% → 46.46% (-3.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
53% less capital inflows, than outflows
Capital inflows: $27.2M | Capital outflows: $57.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$5.62M |
| 2 |
DI
DAGCO Inc
Westlake,
Ohio
|
+$4.6M |
| 3 |
Morgan Stanley
New York
|
+$2.12M |
| 4 |
Steward Partners Investment Advisory
New York
|
+$1.51M |
| 5 |
Country Club Bank
Kansas City,
Missouri
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.3M |
| 2 |
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$10.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.01M |
| 4 |
FBT
First Bank & Trust
Brookings,
South Dakota
|
-$2.63M |
| 5 |
Koss-Olinger Consulting
Gainesville,
Florida
|
-$2.62M |
CATH Hedge Fund Activity: Q1 2024 in Review
147 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2024, worth a combined $388M — up 0.64% from $386M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CATH positions and 12 closed out — a net gain of 3 holders — while 49 added to existing stakes and 47 trimmed.
The largest buyer was Fort Washington Investment Advisors, adding an estimated $5.62M. The largest seller was Vanguard Group, exiting entirely with an estimated $27.3M sold.
- 147 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2024, up from 145 in Q4 2023.
- Funds reported $388M of Global X S&P 500 Catholic Values ETF stock for Q1 2024, up 0.64% quarter-over-quarter.
- 15 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2024 and 12 closed out, a net change of +3 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2024 was Fort Washington Investment Advisors, an estimated $5.62M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2024 was Vanguard Group, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2024.