Global X S&P 500 Catholic Values ETF
CATH
176 hedge funds and large institutions have $433M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 45
11% more funds holding
Funds holding: 159 → 176 (+17)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.64% less ownership
Funds ownership: 48.49% → 45.86% (-2.6%)
64% less capital inflows, than outflows
Capital inflows: $16.3M | Capital outflows: $45.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.07M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.05M |
| 3 |
WesBanco Bank
Wheeling,
West Virginia
|
+$1.45M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$776K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
Fund Evaluation Group
Cincinnati,
Ohio
|
-$6.62M |
| 3 |
Haverford Trust Company
Radnor,
Pennsylvania
|
-$6.13M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.17M |
| 5 |
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
-$2.55M |
CATH Hedge Fund Activity: Q3 2024 in Review
176 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2024, worth a combined $433M — up 1.8% from $425M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CATH positions and 5 closed out — a net gain of 18 holders — while 60 added to existing stakes and 45 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 176 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2024, up from 159 in Q2 2024.
- Funds reported $433M of Global X S&P 500 Catholic Values ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
- 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2024 and 5 closed out, a net change of +18 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.07M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q3 2024 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2024.