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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
26
First National Bank of Omaha
Nebraska
$4.65M +$4.6M +56,125 New
BBHC
27
Brown Brothers Harriman & Co
New York
$4.46M +$243K +2,969 +6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.39M
SEI Investments
29
SEI Investments
Pennsylvania
$4.03M +$2.79K +34 +0.1%
KeyBank National Association
30
KeyBank National Association
Ohio
$3.78M -$51.7K -631 -1%
Mariner
31
Mariner
Kansas
$3.75M -$9.83K -120 -0.3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.4M -$79.4K -969 -2%
HCC
33
Hirtle Callaghan & Co
Pennsylvania
$3.31M
NB
34
Northwest Bancshares
Pennsylvania
$3.12M
SC
35
Savant Capital
Illinois
$3.09M -$2.44M -29,786 -44%
TCOT
36
Trust Company of Toledo
Ohio
$3.08M -$155K -1,892 -5%
Chevy Chase Trust
37
Chevy Chase Trust
Maryland
$2.91M +$2.9M +35,445 New
CSIC
38
Clifford Swan Investment Counsel
California
$2.87M -$3.03M -36,970 -51%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.8M +$478K +5,833 +21%
ANB
40
Amarillo National Bank
Texas
$2.75M
Creative Planning
41
Creative Planning
Kansas
$2.71M -$272K -3,316 -9%
Comerica Bank
42
Comerica Bank
Texas
$2.56M -$31.8K -388 -1%
SPIA
43
Steward Partners Investment Advisory
New York
$2.55M -$35.8K -437 -1%
ONB
44
Old National Bancorp
Indiana
$2.46M -$446K -5,445 -15%
TPI
45
Trust Point Inc
Wisconsin
$2.43M -$294K -3,587 -11%
BFS
46
Bradley Foster & Sargent
Connecticut
$2.33M +$135K +1,650 +6%
Polen Capital Management
47
Polen Capital Management
Florida
$2.27M -$270K -3,300 -11%
SPW
48
Signet Private Wealth
Illinois
$2.22M +$2.21M +27,032 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.09M -$224K -2,738 -10%
FAC
50
Financial Advisory Corporation
Michigan
$2.08M +$31.8K +388 +2%