Global X S&P Catholic Values Developed ex-US ETF
CEFA
11 hedge funds and large institutions have $2.39M invested in Global X S&P Catholic Values Developed ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
20% more capital invested
Capital invested by funds: $1.99M → $2.39M (+$403K)
1.12% more ownership
Funds ownership: 20.35% → 21.47% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
+$139K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$100K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$19.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.6K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$5.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$31.3K |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$941 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $723K | +$14.6K | +465 | +2% |
|
|
AA
2
Alesco Advisors
Pittsford,
New York
| $409K | – | – | – |
|
|
NA
3
Nottingham Advisors
Amherst,
New York
| $398K | +$139K | +4,415 | +57% |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $253K | -$31.3K | -998 | -11% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $251K | +$847 | +27 | +0.4% |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $155K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $105K | +$100K | +3,199 | New |
|
|
8
Comerica Bank
Dallas,
Texas
| $41.5K | -$941 | -30 | -2% |
|
|
HCA
9
Heck Capital Advisors
Rhinelander,
Wisconsin
| $27.3K | – | – | – |
|
|
GM
10
GeoWealth Management
Chicago,
Illinois
| $20.1K | +$19.3K | +615 | New |
|
|
GSEP
11
Golden State Equity Partners
South Coast Metro,
California
| $6.22K | +$5.96K | +190 | New |
|
CEFA Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q3 2024, worth a combined $2.39M — up 20% from $1.99M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CEFA positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Nottingham Advisors, adding an estimated $139K. The largest seller was Gradient Investments, cutting an estimated $31.3K.
- 11 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $2.39M of Global X S&P Catholic Values Developed ex-US ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 3 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
- The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q3 2024 was Nottingham Advisors, an estimated $139K added.
- The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q3 2024 was Gradient Investments, an estimated $31.3K sold.
Based on aggregated 13F filings for Q3 2024.