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Global X S&P 500 Catholic Values ETF

77 hedge funds and large institutions have $245M invested in Global X S&P 500 Catholic Values ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
27
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
51
Country Club Trust
Missouri
$311K
Creative Planning
52
Creative Planning
Kansas
$294K +$294K +5,947 New
MBT
53
Montecito Bank & Trust
California
$287K
ECM
54
Exchange Capital Management
Michigan
$280K +$280K +5,650 New
RJA
55
Raymond James & Associates
Florida
$250K +$3.22K +65 +1%
MFA
56
McClarren Financial Advisors
Pennsylvania
$245K
HI
57
Human Investing
Oregon
$240K +$8.95K +181 +4%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$238K +$11.8K +238 +5%
MWA
59
MFA Wealth Advisors
Pennsylvania
$238K +$238K +4,794 New
CM
60
Cornerstone Management
Georgia
$236K -$9.65K -195 -4%
AIC
61
Ameritas Investment Company
Nebraska
$228K +$228K +4,600 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$211K +$64K +1,290 +44%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$141K
MLFP
64
MPS Loria Financial Planners
Illinois
$110K -$4.74K -96 -4%
SIAP
65
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K +$42K +850 +105%
GI
66
Gradient Investments
Minnesota
$62K +$62K +1,250 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$350 +7 +0.7%
PFA
68
Professional Financial Advisors
Nebraska
$50K +$6.83K +139 +16%
Wells Fargo
69
Wells Fargo
California
$35K +$49 +1 +0.1%
AIP
70
Ameritas Investment Partners
Nebraska
$33K +$196 +4 +0.6%
ME
71
McIlrath & Eck
Washington
$32K
SFS
72
Sowell Financial Services
Arkansas
$27K +$27K +524 New
HI
73
Harbour Investments
Wisconsin
$26K +$26K +530 New
VFA
74
Valeo Financial Advisors
Indiana
$25K
M
75
MOTCO
Texas
$20K