Global X S&P 500 Catholic Values ETF
CATH
194 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, 55 increasing their positions, 62 reducing their positions, and 9 closing their positions.
137% more capital inflows, than outflows
Capital inflows: $55.3M | Capital outflows: $23.4M
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: 2 → 3 (+1)
3% more funds holding
Funds holding: 189 → 194 (+5)
1.71% more ownership
Funds ownership: 47.38% → 49.09% (+1.7%)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$20.1M |
| 2 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$8.95M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.2M |
| 4 |
Morgan Stanley
New York
|
+$2.45M |
| 5 |
Clifford Swan Investment Counsel
Pasadena,
California
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$5.47M |
| 2 |
Goldman Sachs
New York
|
-$2.4M |
| 3 |
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$2.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.62M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
-$1.26M |
CATH Hedge Fund Activity: Q3 2025 in Review
194 of the 7,657 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 55 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.
- 194 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q3 2025, up from 189 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.