Global X S&P 500 Catholic Values ETF
CATH
203 hedge funds and large institutions have $552M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
6% more funds holding
Funds holding: 192 → 203 (+11)
1.18% more ownership
Funds ownership: 49.07% → 50.25% (+1.2%)
3% more capital invested
Capital invested by funds: $538M → $552M (+$14.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$6.92M |
| 2 |
FNBOO
First National Bank of Omaha
Omaha,
Nebraska
|
+$4.6M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$3.4M |
| 4 |
Morgan Stanley
New York
|
+$3.25M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$3.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.34M |
| 4 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
-$3.03M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.44M |
CATH Hedge Fund Activity: Q4 2025 in Review
203 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q4 2025, worth a combined $552M — up 2.7% from $538M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CATH positions and 12 closed out — a net gain of 16 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $6.92M. The largest seller was Bank of America, cutting an estimated $11M.
- 203 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q4 2025, up from 192 in Q3 2025.
- Funds reported $552M of Global X S&P 500 Catholic Values ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
- 28 funds opened new Global X S&P 500 Catholic Values ETF positions in Q4 2025 and 12 closed out, a net change of +16 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $6.92M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q4 2025 was Bank of America, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2025.