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Global X S&P 500 Catholic Values ETF

187 hedge funds and large institutions have $471M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

4% more funds holding

Funds holding: 179187 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.23% less ownership

Funds ownership: 51.49%49.27% (-2.2%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$42M -$5M -71,818 -11%
Bank of America
2
Bank of America
North Carolina
$40.8M -$23.8M -342,389 -39%
FEG
3
Fund Evaluation Group
Ohio
$35.9M -$716K -10,297 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M +$2.6M +37,331 +9%
Truist Financial
5
Truist Financial
North Carolina
$20.5M -$422K -6,068 -2%
BA
6
BCM Advisors
Louisiana
$18.7M +$461K +6,629 +3%
Wells Fargo
7
Wells Fargo
California
$17.4M +$928K +13,343 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$11.2M +$214K +3,074 +2%
FWIA
9
Fort Washington Investment Advisors
Ohio
$10.8M +$329K +4,727 +3%
LPL Financial
10
LPL Financial
California
$10.2M -$33.1K -476 -0.4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10M +$249K +3,575 +3%
CFFNO
12
Common Fund For Nonprofit Organizations
Connecticut
$9.93M
CB
13
Commerce Bank
Missouri
$9.51M +$28.9K +415 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.97M +$73.3K +1,054 +1%
Ameriprise
15
Ameriprise
Minnesota
$6.85M +$27.1K +390 +0.4%
Aristotle Capital Management
16
Aristotle Capital Management
California
$6.77M -$215K -3,095 -3%
FBT
17
First Bank & Trust
South Dakota
$6.76M
CCB
18
Country Club Bank
Missouri
$6.34M +$669K +9,625 +13%
AF
19
Allworth Financial
California
$5.55M +$1.27M +18,271 +33%
DI
20
DAGCO Inc
Ohio
$5.38M -$169K -2,430 -3%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$5.18M -$813K -11,684 -15%
SC
22
Savant Capital
Illinois
$5M +$2.64M +37,974 +134%
Cerity Partners
23
Cerity Partners
New York
$4.62M
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.6M +$25.1K +361 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.33M -$181K -2,600 -4%

CATH Hedge Fund Activity: Q2 2025 in Review

187 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q2 2025, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 6 closed out — a net gain of 12 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Trust Company of Toledo, opening a new position worth an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 187 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $471M of Global X S&P 500 Catholic Values ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q2 2025 and 6 closed out, a net change of +12 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q2 2025 was Trust Company of Toledo, an estimated $2.91M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q2 2025 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.