CEFA

Global X S&p Cath Val Devel

+$10.0M

Net Activity

Institutions Holding

37

Popularity Rank

#6745

Avg Weight

0.08%

Total Value

$31.6M

Ownership Trend

37 institutions currently hold CEFA, with 23 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

23

Key Holders

Key Holders

Top 5 by Value

CI
Choate Investment Advisors
$7.5M
H&
Hirtle & Co., LLC
$5.5M
LW
Leith Wheeler Investment Counsel Ltd.
$2.2M
BB
Brown Brothers Harriman & Co
$2.0M
CC
Curi Capital, LLC
$1.8M

Top 5 by Conviction

SP
Signet Private Wealth LLC
1.07%
HC
Harpswell Capital Advisors, LLC
0.55%
PW
Pioneer Wealth Management Group
0.24%
H&
Hirtle & Co., LLC
0.19%
LW
Leith Wheeler Investment Counsel Ltd.
0.18%
View all 37 holding institutions

Quarterly Activity

Recent Activity

+$20.9M

Total Buy Value

$9.0M

Total Sell Value

New buy10
Trim4
Add13
Sold out2

23

Net Buyers

6

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding GLOBAL X S&P CATH VAL DEVEL (CEFA)?
Major stakeholders currently include Choate Investment Advisors ($7.5M), Hirtle & Co., LLC ($5.5M), Leith Wheeler Investment Counsel Ltd. ($2.2M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in CEFA.
What is the overall institutional sentiment toward CEFA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $10.0M, driven by 23 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their CEFA positions?
In the latest period, 4 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $9.0M.
Are there any notable investors adding CEFA to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.9M.

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