Global X S&P 500 Catholic Values ETF
CATH
183 hedge funds and large institutions have $466M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.
287% more capital inflows, than outflows
Capital inflows: $59.6M | Capital outflows: $15.4M
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
4% more funds holding
Funds holding: 176 → 183 (+7)
2.11% more ownership
Funds ownership: 45.86% → 47.97% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$25.7M |
| 2 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$5.33M |
| 3 |
Cerity Partners
New York
|
+$4.37M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$2.62M |
| 2 |
Goldman Sachs
New York
|
-$2.15M |
| 3 |
WesBanco Bank
Wheeling,
West Virginia
|
-$1.12M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$680K |
CATH Hedge Fund Activity: Q4 2024 in Review
183 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2024, worth a combined $466M — up 7.6% from $433M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CATH positions and 12 closed out — a net gain of 11 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Heck Capital Advisors, adding an estimated $25.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $2.62M sold.
- 183 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2024, up from 176 in Q3 2024.
- Funds reported $466M of Global X S&P 500 Catholic Values ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
- 23 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2024 and 12 closed out, a net change of +11 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2024 was Heck Capital Advisors, an estimated $25.7M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2024 was Stifel Financial, an estimated $2.62M sold.
Based on aggregated 13F filings for Q4 2024.