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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

173 hedge funds and large institutions have $413M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
59
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.15M
2
Truist Financial
2
Truist Financial
North Carolina
$16.5M
3
WB
3
WesBanco Bank
West Virginia
$1.51M
4
Ameriprise
4
Ameriprise
Minnesota
$6.92M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
FEG
2
Fund Evaluation Group
Ohio
$20.7M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ACGA
5
Atlanta Consulting Group Advisors
Georgia
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56.4M 812,378 -15,111 -2%
CTC
2
Central Trust Company
Missouri
$42.8M 616,487 -1,541 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$26.7M 385,383 -193,506 -33%
FEG
4
Fund Evaluation Group
Ohio
$20.7M 298,493 -99,435 -25%
Truist Financial
5
Truist Financial
North Carolina
$16.5M 238,209 +30,827 +15%
BA
6
BCM Advisors
Louisiana
$15.9M 231,518 -4,938 -2%
Wells Fargo
7
Wells Fargo
California
$10.6M 152,908 +1,399 +0.9%
CFFNO
8
Common Fund For Nonprofit Organizations
Connecticut
$9.55M 137,670 -3,926 -3%
FWIA
9
Fort Washington Investment Advisors
Ohio
$9.32M 134,352 +3,700 +3%
Corient Private Wealth
10
Corient Private Wealth
Florida
$8.86M 127,675 -3,079 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.11M 116,823 +2,522 +2%
KeyBank National Association
12
KeyBank National Association
Ohio
$8.09M 116,577 -2,387 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.06M 101,761 +2,395 +2%
LPL Financial
14
LPL Financial
California
$7.01M 101,056 -20,625 -17%
Ameriprise
15
Ameriprise
Minnesota
$6.92M 99,665 +11,664 +13%
CB
16
Commerce Bank
Missouri
$6.42M 92,555 +3,040 +3%
CCB
17
Country Club Bank
Missouri
$6.42M 93,065 -2,950 -3%
FBT
18
First Bank & Trust
South Dakota
$6.21M 89,562 +9,840 +12%
Aristotle Capital Management
19
Aristotle Capital Management
California
$6.11M 88,004 -270 -0.3%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$5.56M 80,094 -12,289 -13%
DI
21
DAGCO Inc
Ohio
$5.3M 76,400 +75 +0.1%
SEI Investments
22
SEI Investments
Pennsylvania
$4.12M 59,424 +1,422 +2%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$4.09M 58,929 +714 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.06M 58,549 +1,499 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.04M 58,170 +10,380 +22%
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