Global X S&P 500 Catholic Values ETF
CATH
205 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 48 reducing their positions, and 9 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 48
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
1% more funds holding
Funds holding: 203 → 205 (+2)
1% more capital invested
Capital invested by funds: $552M → $556M (+$4.07M)
0.64% more ownership
Funds ownership: 50.25% → 50.89% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$11.9M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$4.32M |
| 3 |
Morgan Stanley
New York
|
+$3.83M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.71M |
| 5 |
Jane Street
New York
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$8.26M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$959K |
| 4 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$818K |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
-$711K |
CATH Hedge Fund Activity: Q1 2026 in Review
205 institutional investors reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2026, worth a combined $556M — up 0.74% from $552M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CATH positions and 9 closed out — a net gain of 4 holders — while 92 added to existing stakes and 48 trimmed.
The largest buyer was Choate Investment Advisors, adding an estimated $11.9M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $8.26M sold.
- 205 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2026, up from 203 in Q4 2025.
- Funds reported $556M of Global X S&P 500 Catholic Values ETF stock for Q1 2026, up 0.74% quarter-over-quarter.
- 13 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2026 and 9 closed out, a net change of +4 holders.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2026 was Choate Investment Advisors, an estimated $11.9M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $8.26M sold.
Based on aggregated 13F filings for Q1 2026.