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

17 hedge funds and large institutions have $9.63M invested in Global X S&P Catholic Values Developed ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

303% more capital invested

Capital invested by funds: $2.39M → $9.63M (+$7.24M)

55% more funds holding

Funds holding: 11 → 17 (+6)

37.82% more ownership

Funds ownership: 21.47% → 59.29% (+38%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$4.46M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.89M
3
GS
GTS Securities
New York
+$1.35M
4
ACA
Aptus Capital Advisors
Alabama
+$12.8K
5
EWA
EverSource Wealth Advisors
Alabama
+$5.62K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.24K
2
GSEP
Golden State Equity Partners
California
-$6.22K
3
Comerica Bank
Comerica Bank
Texas
-$3.52K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$4.3M +$4.46M +143,029 New
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$1.82M +$1.89M +60,500 New
GS
3
GTS Securities
New York
$1.3M +$1.35M +43,157 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$665K – – –
AA
5
Alesco Advisors
New York
$381K +$5.15K +165 +1%
NA
6
Nottingham Advisors
New York
$366K – – –
GI
7
Gradient Investments
Minnesota
$232K – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$231K – – –
UB
9
UMB Bank
Missouri
$142K – – –
UBS Group
10
UBS Group
Switzerland
$90.2K -$6.24K -200 -6%
Comerica Bank
11
Comerica Bank
Texas
$34.8K -$3.52K -113 -9%
HCA
12
Heck Capital Advisors
Wisconsin
$25.1K – – –
GM
13
GeoWealth Management
Illinois
$18.5K – – –
ACA
14
Aptus Capital Advisors
Alabama
$12.4K +$12.8K +409 New
EWA
15
EverSource Wealth Advisors
Alabama
$5.41K +$5.62K +180 New
SMAM
16
Sugar Maple Asset Management
Wisconsin
$5.38K +$5.58K +179 New
AWM
17
AE Wealth Management
Kansas
$992 +$1.03K +33 New
GSEP
18
Golden State Equity Partners
California
– -$6.22K -190 Closed

CEFA Hedge Fund Activity: Q4 2024 in Review

17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q4 2024, worth a combined $9.63M — up 303% from $2.39M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CEFA positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $4.46M. The largest seller was UBS Group, cutting an estimated $6.24K.

  • 17 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q4 2024, up from 11 in Q3 2024.
  • Funds reported $9.63M of Global X S&P Catholic Values Developed ex-US ETF stock for Q4 2024, up 303% quarter-over-quarter.
  • 7 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q4 2024 was Fund Evaluation Group, an estimated $4.46M added.
  • The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q4 2024 was UBS Group, an estimated $6.24K sold.

Based on aggregated 13F filings for Q4 2024.