Global X S&P Catholic Values Developed ex-US ETF
CEFA
6 hedge funds and large institutions have $9.57M invested in Global X S&P Catholic Values Developed ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more capital invested
Capital invested by funds: $2.39M → $9.57M (+$7.17M)
28.57% more ownership
Funds ownership: 38.64% → 67.22% (+29%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$7.01M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$175K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$249K |
| 2 |
Jane Street
New York
|
-$44.6K |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
-$34.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$129 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
1
Fund Evaluation Group
Cincinnati,
Ohio
| $7.98M | +$7.01M | +255,989 | +857% |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $597K | – | – | – |
|
|
3
Jane Street
New York
| $443K | -$44.6K | -1,627 | -9% |
|
|
AA
4
Alesco Advisors
Pittsford,
New York
| $344K | -$34.2K | -1,250 | -9% |
|
|
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $201K | +$175K | +6,380 | +785% |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $4.3K | +$4.11K | +150 | New |
|
|
FFN
7
Focus Financial Network
Minneapolis,
Minnesota
| – | -$249K | -9,580 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$129 | -5 | Closed |
|
CEFA Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q1 2023, worth a combined $9.57M — up 300% from $2.39M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CEFA and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Fund Evaluation Group, adding an estimated $7.01M. The largest seller was Focus Financial Network, exiting entirely with an estimated $249K sold.
- 6 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $9.57M of Global X S&P Catholic Values Developed ex-US ETF stock for Q1 2023, up 300% quarter-over-quarter.
- 1 fund opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q1 2023 was Fund Evaluation Group, an estimated $7.01M added.
- The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q1 2023 was Focus Financial Network, an estimated $249K sold.
Based on aggregated 13F filings for Q1 2023.