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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

146 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, 47 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
47
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$8.31M
2
DI
2
DAGCO Inc
Ohio
$4.84M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.58M
4
CCB
4
Country Club Bank
Missouri
$6.48M
5
HTC
5
Haverford Trust Company
Pennsylvania
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$0
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$6.49M
4
UBS Group
4
UBS Group
Switzerland
$1.52M
5
FBT
5
First Bank & Trust
South Dakota
$5.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.4M 792,091 +14,525 +2%
CTC
2
Central Trust Company
Missouri
$41.5M 652,874 +3,236 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$37.7M 592,882 -522,752 -47%
FEG
4
Fund Evaluation Group
Ohio
$24.6M 387,019 +6,319 +2%
BA
5
BCM Advisors
Louisiana
$15.1M 246,163 +609 +0.2%
Wells Fargo
6
Wells Fargo
California
$9.56M 150,232 +2,691 +2%
CFFNO
7
Common Fund For Nonprofit Organizations
Connecticut
$9.01M 141,596 -8,006 -5%
FWIA
8
Fort Washington Investment Advisors
Ohio
$8.31M 130,652 +93,000 +247%
Corient Private Wealth
9
Corient Private Wealth
Florida
$8.26M 129,824 +2,680 +2%
Aristotle Capital Management
10
Aristotle Capital Management
California
$7.81M 122,774 +1,604 +1%
KeyBank National Association
11
KeyBank National Association
Ohio
$7.63M 119,879 +1,418 +1%
LPL Financial
12
LPL Financial
California
$7.35M 115,473 +15,584 +16%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.84M 107,407 +7,019 +7%
HCC
14
Hirtle Callaghan & Co
Pennsylvania
$6.49M 102,033 -180,334 -64%
CCB
15
Country Club Bank
Missouri
$6.48M 101,785 +20,835 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.07M 95,381 +5,753 +6%
Truist Financial
17
Truist Financial
North Carolina
$6.02M 94,575 -11,009 -10%
CB
18
Commerce Bank
Missouri
$5.7M 89,515 +540 +0.6%
Ameriprise
19
Ameriprise
Minnesota
$5.58M 87,621 -11,857 -12%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$5.12M 80,335 -2,263 -3%
FBT
21
First Bank & Trust
South Dakota
$5.07M 79,722 -43,500 -35%
DI
22
DAGCO Inc
Ohio
$4.84M 76,100 +76,100 New
HTC
23
Haverford Trust Company
Pennsylvania
$4.01M 63,033 +20,605 +49%
JWM
24
Janiczek Wealth Management
Colorado
$3.86M 60,717 +4,970 +9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.83M 60,110 -569 -0.9%
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