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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

186 hedge funds and large institutions have $470M 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
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
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
–

Top Buyers

1
TCOT
1
Trust Company of Toledo
Ohio
$3.15M
2
SC
2
Savant Capital
Illinois
$5M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.3M
4
ONB
4
Old National Bancorp
Indiana
$2.71M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.8M
2
CTC
2
Central Trust Company
Missouri
$42M
3
TPI
3
Trust Point Inc
Wisconsin
$2.71M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$5.18M
5
OAJ
5
Ogorek Anthony Joseph
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
1
Central Trust Company
Missouri
$42M -$5.42M -71,818 -11%
Bank of America
2
Bank of America
North Carolina
$40.8M -$25.8M -342,389 -39%
FEG
3
Fund Evaluation Group
Ohio
$35.9M -$777K -10,297 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M +$2.82M +37,331 +9%
Truist Financial
5
Truist Financial
North Carolina
$20.5M -$458K -6,068 -2%
BA
6
BCM Advisors
Louisiana
$18.7M +$513K +6,629 +3%
Wells Fargo
7
Wells Fargo
California
$17.4M +$1.01M +13,343 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$11.2M +$232K +3,074 +2%
FWIA
9
Fort Washington Investment Advisors
Ohio
$10.8M +$357K +4,727 +3%
LPL Financial
10
LPL Financial
California
$10.2M -$35.9K -476 -0.4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10M +$270K +3,575 +3%
CFFNO
12
Common Fund For Nonprofit Organizations
Connecticut
$9.93M – – –
CB
13
Commerce Bank
Missouri
$9.51M +$31.3K +415 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.97M +$79.5K +1,054 +1%
Ameriprise
15
Ameriprise
Minnesota
$6.85M +$29.4K +390 +0.4%
Aristotle Capital Management
16
Aristotle Capital Management
California
$6.77M -$234K -3,095 -3%
FBT
17
First Bank & Trust
South Dakota
$6.76M – – –
CCB
18
Country Club Bank
Missouri
$6.34M +$720K +9,625 +13%
AF
19
Allworth Financial
California
$5.55M +$1.38M +18,271 +33%
DI
20
DAGCO Inc
Ohio
$5.38M -$183K -2,430 -3%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$5.18M -$882K -11,684 -15%
SC
22
Savant Capital
Illinois
$5M +$2.87M +37,974 +134%
Cerity Partners
23
Cerity Partners
New York
$4.62M – – –
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.6M +$27.2K +361 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.33M -$196K -2,600 -4%
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