Global X S&P Cath Val DevelCEFAETF
13F holders, Q4 2024 (December 31)17holders +6
7new positions
1sold out
$30.07avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Global X S&P Cath Val Devel (CEFA) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 1 sold out. The largest holders were Fund Evaluation Group, LLC ($4.3M), Hirtle & Co., LLC ($1.8M) and GTS Securities LLC ($1.3M).
- Company
- Global X S&P Cath Val Devel
- CUSIP
- 37954Y368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.4M |
| Exits | 1 | $6K |
All 13F filers, Q3 2024 → Q4 2024: 247,652 shares bought and 503 shares sold, net +247,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Fund Evaluation Group, LLC | 0.20% | New | 143,029 | $4.3M |
| Hirtle & Co., LLC | 0.09% | New | 60,500 | $1.8M |
| GTS Securities LLC | 0.06% | New | 43,157 | $1.3M |
| Royal Bank of Canada | 0.00% | No change | 22,100 | $665K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +1.3% | 12,665 | $381K |
| Nottingham Advisors, Inc. | 0.05% | No change | 12,173 | $366K |
| Gradient Investments LLC | 0.00% | No change | 7,718 | $232K |
| Envestnet Asset Management Inc. | 0.00% | No change | 7,674 | $231K |
| UMB Bank, n.a. | 0.00% | No change | 4,725 | $142K |
| UBS Group AG | 0.00% | Reduce -6.3% | 2,999 | $90K |
| Comerica Bank | 0.00% | Reduce -8.9% | 1,156 | $35K |
| Heck Capital Advisors, LLC | 0.00% | No change | 834 | $25K |
| GeoWealth Management, LLC | 0.00% | No change | 615 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | New | 409 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 180 | $5K |
| Sugar Maple Asset Management, LLC | 0.00% | New | 179 | $5K |
| AE Wealth Management LLC | 0.00% | New | 33 | $992 |
"% of holder's portfolio" is CEFA's weight in each manager's 13F, not the share of Global X S&P Cath Val Devel the manager owns.