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Global X S&P 500 Catholic Values ETF

192 hedge funds and large institutions have $538M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $471M → $538M (+$67.1M)

3% more funds holding

Funds holding: 187192 (+5)

0.2% less ownership

Funds ownership: 49.27%49.07% (-0.2%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
53
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$59.4M +$20.1M +257,166 +54%
Bank of America
2
Bank of America
North Carolina
$45.9M +$1.92M +24,595 +5%
CTC
3
Central Trust Company
Missouri
$45.2M +$12.9K +165 +0%
Morgan Stanley
4
Morgan Stanley
New York
$38.3M +$2.45M +31,371 +7%
Truist Financial
5
Truist Financial
North Carolina
$22.1M +$60.2K +771 +0.3%
BA
6
BCM Advisors
Louisiana
$19.7M -$430K -5,500 -2%
Wells Fargo
7
Wells Fargo
California
$17M -$1.62M -20,739 -9%
LPL Financial
8
LPL Financial
California
$12M +$1.06M +13,589 +10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$182K -2,334 -2%
FWIA
10
Fort Washington Investment Advisors
Ohio
$11.7M +$103K +1,320 +0.9%
CB
11
Commerce Bank
Missouri
$10.2M
CFFNO
12
Common Fund For Nonprofit Organizations
Connecticut
$9.96M -$685K -8,769 -7%
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$9.29M +$8.95M +114,566 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$8.51M +$8.2M +105,000 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.37M -$112K -1,436 -2%
Aristotle Capital Management
16
Aristotle Capital Management
California
$7.28M
FBT
17
First Bank & Trust
South Dakota
$7.26M
Ameriprise
18
Ameriprise
Minnesota
$7.23M -$128K -1,640 -2%
AF
19
Allworth Financial
California
$6.24M +$266K +3,406 +5%
CSIC
20
Clifford Swan Investment Counsel
California
$5.82M +$2.45M +31,316 +77%
DI
21
DAGCO Inc
Ohio
$5.78M
CCB
22
Country Club Bank
Missouri
$5.77M -$1.04M -13,320 -16%
SC
23
Savant Capital
Illinois
$5.46M +$77.6K +994 +1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$5.1M -$5.47M -69,990 -53%
Cerity Partners
25
Cerity Partners
New York
$5.05M +$83K +1,063 +2%

CATH Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q3 2025, worth a combined $538M — up 14% from $471M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CATH positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 62 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $20.1M. The largest seller was Corient Private Wealth, cutting an estimated $5.47M.

  • 192 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2025, up from 187 in Q2 2025.
  • Funds reported $538M of Global X S&P 500 Catholic Values ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Global X S&P 500 Catholic Values ETF positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q3 2025 was Fund Evaluation Group, an estimated $20.1M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q3 2025 was Corient Private Wealth, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.