Global X S&P Catholic Values Developed ex-US ETF
CEFA
13 hedge funds and large institutions have $12M invested in Global X S&P Catholic Values Developed ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
20% more capital invested
Capital invested by funds: $9.96M → $12M (+$2.02M)
2.22% more ownership
Funds ownership: 68.84% → 71.06% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$259K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$209K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$208K |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$23.1K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.9K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$776 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
1
Fund Evaluation Group
Cincinnati,
Ohio
| $8.84M | +$166 | +6 | +0% |
|
|
2
Jane Street
New York
| $828K | +$259K | +9,343 | +50% |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $633K | – | – | – |
|
|
AA
4
Alesco Advisors
Pittsford,
New York
| $369K | – | – | – |
|
|
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $258K | +$10.4K | +375 | +4% |
|
|
CCG
6
Catalina Capital Group
Torrance,
California
| $239K | +$224K | +8,080 | New |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $225K | +$4.1K | +148 | +2% |
|
|
8
Citadel Advisors
Miami,
Florida
| $223K | +$209K | +7,548 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $221K | +$208K | +7,487 | New |
|
10
Comerica Bank
Dallas,
Texas
| $45.7K | +$665 | +24 | +2% |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $33.7K | -$776 | -28 | -2% |
|
|
12
UBS Group
Zurich,
Switzerland
| $31K | -$13.9K | -501 | -32% |
|
|
HCA
13
Heck Capital Advisors
Rhinelander,
Wisconsin
| $24.7K | +$23.1K | +834 | New |
|
CEFA Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q4 2023, worth a combined $12M — up 20% from $9.96M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CEFA positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $259K. The largest seller was UBS Group, cutting an estimated $13.9K.
- 13 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $12M of Global X S&P Catholic Values Developed ex-US ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 4 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q4 2023 was Jane Street, an estimated $259K added.
- The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q4 2023 was UBS Group, an estimated $13.9K sold.
Based on aggregated 13F filings for Q4 2023.