GLOBAL X S&P 500 CA VAL ETF (CATH) Institutional Ownership Changes & 13F Activity

GLOBAL X S&P 500 CA VAL ETF (CATH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementSell-8,69818,868$1,474,534
Q4 2025Polen Capital ManagementSell-3,30027,566$2,266,661
Q3 2025Polen Capital ManagementSell-16,12730,866$2,501,952
Q2 2025Polen Capital ManagementSell-6,32446,993$3,545,622
Q1 2025Polen Capital ManagementBuy5,69253,317$3,601,030
Q4 2024Polen Capital ManagementSell-7,12547,625$3,373,755
Q3 2024Polen Capital ManagementSell-1,05354,750$3,799,103
Q2 2024Polen Capital ManagementBuy40,11555,803$3,649,516
Q1 2024Polen Capital ManagementBuy10,30015,688$998,384
Q4 2023Polen Capital ManagementSell-1,5175,388$350,527
Q3 2023Polen Capital ManagementSell-39,9166,905$361,132
Q2 2023Polen Capital ManagementSell-6,07146,821$2,548,935
Q1 2023Polen Capital ManagementSell-184,32252,892$2,655,178
Q4 2022Polen Capital ManagementBuy114,872237,214$11,035,195
Q3 2022Polen Capital ManagementSell-9,866122,342$5,340
Q2 2022Polen Capital ManagementSell-11,629132,208$6,071
Q1 2022Polen Capital ManagementSell-694143,837$8,020
Q4 2021Polen Capital ManagementBuy44,652144,531$8,514
Q3 2021Polen Capital ManagementBuy99,87999,879$5,386

Frequently asked questions about CATH activity

  • Which institutional owners are buying CATH?

    Institutional owners buying CATH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CATH activity?

    "Buy" means an investor increased their reported position in CATH compared to the prior reporting period. This reflects growing exposure to GLOBAL X S&P 500 CA VAL ETF (CATH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CATH increasing?

    Institutional interest in CATH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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