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Global X S&P 500 Catholic Values ETF

189 hedge funds and large institutions have $531M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.76% less ownership

Funds ownership: 49.18%48.42% (-0.76%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$4.33M
BBHC
27
Brown Brothers Harriman & Co
New York
$4.16M
SEI Investments
28
SEI Investments
Pennsylvania
$3.97M
KeyBank National Association
29
KeyBank National Association
Ohio
$3.78M
Mariner
30
Mariner
Kansas
$3.71M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.44M
HCC
32
Hirtle Callaghan & Co
Pennsylvania
$3.26M
TCOT
33
Trust Company of Toledo
Ohio
$3.19M
NB
34
Northwest Bancshares
Pennsylvania
$3.08M
Creative Planning
35
Creative Planning
Kansas
$2.94M
ONB
36
Old National Bancorp
Indiana
$2.87M
Raymond James Financial
37
Raymond James Financial
Florida
$2.78M
ANB
38
Amarillo National Bank
Texas
$2.71M
TPI
39
Trust Point Inc
Wisconsin
$2.69M
Comerica Bank
40
Comerica Bank
Texas
$2.56M
SPIA
41
Steward Partners Investment Advisory
New York
$2.55M
Polen Capital Management
42
Polen Capital Management
Florida
$2.5M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.46M
MML Investors Services
44
MML Investors Services
Massachusetts
$2.29M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.29M
NP
46
NorthRock Partners
Minnesota
$2.26M
BFS
47
Bradley Foster & Sargent
Connecticut
$2.17M
SWTS
48
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.02M
FAC
49
Financial Advisory Corporation
Michigan
$2.02M
KOC
50
Koss-Olinger Consulting
Florida
$1.96M