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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$3.63M
Polen Capital Management
27
Polen Capital Management
Florida
$3.6M
KeyBank National Association
28
KeyBank National Association
Ohio
$3.5M
TPI
29
Trust Point Inc
Wisconsin
$3.29M
Mariner
30
Mariner
Kansas
$2.88M
CSIC
31
Clifford Swan Investment Counsel
California
$2.74M
NB
32
Northwest Bancshares
Pennsylvania
$2.71M
MML Investors Services
33
MML Investors Services
Massachusetts
$2.63M
KOC
34
Koss-Olinger Consulting
Florida
$2.44M
BBNA
35
Bremer Bank National Association
Minnesota
$2.43M
Comerica Bank
36
Comerica Bank
Texas
$2.38M
CF
37
Corrigan Financial
Rhode Island
$2.36M
BBHC
38
Brown Brothers Harriman & Co
New York
$2.29M
ANB
39
Amarillo National Bank
Texas
$2.26M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.21M
SPIA
41
Steward Partners Investment Advisory
New York
$2.19M
Raymond James Financial
42
Raymond James Financial
Florida
$2.15M
Creative Planning
43
Creative Planning
Kansas
$2.02M
SC
44
Savant Capital
Illinois
$1.92M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.82M
SWTS
46
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.7M
FAC
47
Financial Advisory Corporation
Michigan
$1.63M
BFS
48
Bradley Foster & Sargent
Connecticut
$1.62M
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M
HighTower Advisors
50
HighTower Advisors
Illinois
$1.33M