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Global X S&P Catholic Values Developed ex-US ETF
CEFA

6 hedge funds and large institutions have $9.6M 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.

New
Increased
Maintained
Reduced
Closed

2,092% more capital inflows, than outflows

Capital inflows: $7.19M | Capital outflows: $328K

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

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fund Evaluation Group
Fund Evaluation Group
Ohio
+$7.01M
2
Gradient Investments
Gradient Investments
Minnesota
+$175K
3
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
+$4.11K

Top Sellers

Rank Fund Capital Flow
1
Focus Financial Network
Focus Financial Network
Minnesota
-$249K
2
Jane Street
Jane Street
New York
-$44.6K
3
Alesco Advisors
Alesco Advisors
New York
-$34.2K
4
UBS Group
UBS Group
Switzerland
-$129

CEFA Hedge Fund Activity: Q1 2023 in Review

6 of the 6,289 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 $9.6M — 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 $9.6M 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.