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Global X S&P 500 Catholic Values ETF

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
$4.05M
SEI Investments
27
SEI Investments
Pennsylvania
$4.04M
KeyBank National Association
28
KeyBank National Association
Ohio
$3.63M
Polen Capital Management
29
Polen Capital Management
Florida
$3.55M
BBHC
30
Brown Brothers Harriman & Co
New York
$3.42M
Mariner
31
Mariner
Kansas
$3.22M
TCOT
32
Trust Company of Toledo
Ohio
$3.15M
CSIC
33
Clifford Swan Investment Counsel
California
$3.06M
NB
34
Northwest Bancshares
Pennsylvania
$2.87M
MML Investors Services
35
MML Investors Services
Massachusetts
$2.78M
Creative Planning
36
Creative Planning
Kansas
$2.75M
ONB
37
Old National Bancorp
Indiana
$2.71M
TPI
38
Trust Point Inc
Wisconsin
$2.71M
ANB
39
Amarillo National Bank
Texas
$2.52M
Comerica Bank
40
Comerica Bank
Texas
$2.5M
SPIA
41
Steward Partners Investment Advisory
New York
$2.43M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.43M
Goldman Sachs
43
Goldman Sachs
New York
$2.4M
Raymond James Financial
44
Raymond James Financial
Florida
$2.26M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.17M
KOC
46
Koss-Olinger Consulting
Florida
$1.96M
SWTS
47
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.9M
FAC
48
Financial Advisory Corporation
Michigan
$1.87M
BFS
49
Bradley Foster & Sargent
Connecticut
$1.8M
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M