Global X S&P 500 Catholic Values ETF
CATH
159 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
223% more capital inflows, than outflows
Capital inflows: $36.3M | Capital outflows: $11.2M
8% more funds holding
Funds holding: 147 → 159 (+12)
2.03% more ownership
Funds ownership: 46.46% → 48.49% (+2%)
9% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$7.13M |
| 2 |
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
+$4.83M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.02M |
| 4 |
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.85M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Central Trust Company
Jefferson City,
Missouri
|
-$2.2M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$2.18M |
| 3 |
Morgan Stanley
New York
|
-$885K |
| 4 |
McClarren Financial Advisors
State College,
Pennsylvania
|
-$726K |
| 5 |
BCM Advisors
Lafayette,
Louisiana
|
-$614K |
CATH Hedge Fund Activity: Q2 2024 in Review
159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2024, worth a combined $425M — up 9.5% from $388M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CATH positions and 6 closed out — a net gain of 15 holders — while 48 added to existing stakes and 44 trimmed.
The largest buyer was Truist Financial, adding an estimated $7.13M. The largest seller was Central Trust Company, cutting an estimated $2.2M.
- 159 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2024, up from 147 in Q1 2024.
- Funds reported $425M of Global X S&P 500 Catholic Values ETF stock for Q2 2024, up 9.5% quarter-over-quarter.
- 21 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2024 and 6 closed out, a net change of +15 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2024 was Truist Financial, an estimated $7.13M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q2 2024 was Central Trust Company, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2024.