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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$428M
2
FEG
2
Fund Evaluation Group
Ohio
$26.4M
3
Cerity Partners
3
Cerity Partners
New York
$4.34M
4
Truist Financial
4
Truist Financial
North Carolina
$20.6M
5
LPL Financial
5
LPL Financial
California
$9.44M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
WB
3
WesBanco Bank
West Virginia
$429K
4
Morgan Stanley
4
Morgan Stanley
New York
$26.2M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$428M 6,042 +600 +11%
Bank of America
2
Bank of America
North Carolina
$57.4M 810,951 -1,427 -0.2%
CTC
3
Central Trust Company
Missouri
$44.5M 628,104 +11,617 +2%
FEG
4
Fund Evaluation Group
Ohio
$26.4M 373,201 +74,708 +25%
Morgan Stanley
5
Morgan Stanley
New York
$26.2M 370,139 -15,244 -4%
Truist Financial
6
Truist Financial
North Carolina
$20.6M 290,712 +52,503 +22%
BA
7
BCM Advisors
Louisiana
$16.9M 231,617 +99 +0%
Wells Fargo
8
Wells Fargo
California
$11.1M 157,022 +4,114 +3%
CFFNO
9
Common Fund For Nonprofit Organizations
Connecticut
$9.75M 137,670 – –
FWIA
10
Fort Washington Investment Advisors
Ohio
$9.52M 134,352 – –
LPL Financial
11
LPL Financial
California
$9.44M 133,248 +32,192 +32%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$9.24M 130,494 +13,671 +12%
Corient Private Wealth
13
Corient Private Wealth
Florida
$9.04M 127,675 – –
KeyBank National Association
14
KeyBank National Association
Ohio
$8.3M 117,126 +549 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.04M 99,365 -2,396 -2%
Aristotle Capital Management
16
Aristotle Capital Management
California
$6.58M 92,845 +4,841 +6%
Ameriprise
17
Ameriprise
Minnesota
$6.45M 91,035 -8,630 -9%
FBT
18
First Bank & Trust
South Dakota
$6.34M 89,562 – –
CB
19
Commerce Bank
Missouri
$6.06M 85,595 -6,960 -8%
CCB
20
Country Club Bank
Missouri
$5.96M 83,825 -9,240 -10%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$5.69M 80,375 +281 +0.4%
DI
22
DAGCO Inc
Ohio
$5.19M 73,300 -3,100 -4%
Cerity Partners
23
Cerity Partners
New York
$4.34M 61,237 +61,237 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.3M 60,648 +1,719 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.23M 59,782 +1,233 +2%
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