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Global X S&P 500 Catholic Values ETF (NASDAQ: CATH - Get Free Report) was the recipient of a large growth in short interest in March. As of March 13th, there was short interest totaling 56,178 shares, a growth of 296.7% from the February 26th total of 14,162 shares. Based on an average daily volume of 74,258
Country Club Bank reduced its stake in Global X S&P 500 Catholic Values ETF (NASDAQ: CATH) by 15.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 71,435 shares of the company's stock after selling 13,320 shares during the period.
Bank Julius Baer and Co. Ltd Zurich trimmed its holdings in shares of Global X S&P 500 Catholic Values ETF (NASDAQ: CATH) by 33.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,475 shares of the company's stock after selling
Creative Planning increased its position in shares of Global X S&P 500 Catholic Values ETF (NASDAQ: CATH) by 21.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,408 shares of the company's stock after acquiring an additional 6,470 shares during
Allworth Financial LP increased its position in shares of Global X S&P 500 Catholic Values ETF (NASDAQ: CATH) by 33.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 73,558 shares of the company's stock after buying an additional
For investors seeking to align their financial decisions with their personal values, faith-based ETFs may present a unique opportunity. However, understanding the fee structures associated with these funds is necessary for making informed choices.
The Global X S&P 500 Catholic Values ETF seeks to provide exposure to large-cap companies meeting the Socially Responsible Investment Guidelines for the United States Conference of Catholic Bishops. While the Guidelines permit taking a minimal position in "mixed investments", CATH outright excludes stocks based on values relating to abortion, contraception, casinos, tobacco, and child labor, among others. This may be acceptable to faith-based investors, but CATH seems to pick and choose when the exclusion criteria apply. Even today, it holds CVS Health, McKesson, and Altria Group.
Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.