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Global X S&P 500 Catholic Values ETF

81 hedge funds and large institutions have $263M invested in Global X S&P 500 Catholic Values ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
51
MFA Wealth Advisors
Pennsylvania
$380K +$124K +2,327 +49%
Truist Financial
52
Truist Financial
North Carolina
$374K -$7.37K -138 -2%
CCT
53
Country Club Trust
Missouri
$339K
CAM
54
Cozad Asset Management
Illinois
$337K
MBT
55
Montecito Bank & Trust
California
$320K +$10.7K +200 +3%
ECM
56
Exchange Capital Management
Michigan
$301K
RJA
57
Raymond James & Associates
Florida
$287K +$18K +337 +7%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$280K +$23.1K +434 +9%
NAS
59
Nicolet Advisory Services
Wisconsin
$267K +$267K +5,000 New
NB
60
Nicolet Bankshares
Wisconsin
$267K +$267K +5,000 New
HI
61
Human Investing
Oregon
$259K +$53 +1 +0%
AIC
62
Ameritas Investment Company
Nebraska
$257K +$11.4K +213 +5%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$246K +$19K +356 +8%
CM
64
Cornerstone Management
Georgia
$234K -$20.3K -380 -8%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$209K +$209K +3,913 New
WAS
66
WESPAC Advisors SoCal
California
$208K +$208K +3,905 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$206K +$206K +3,865 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$141K
SIAP
69
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K +$5.09K +95 +6%
GI
70
Gradient Investments
Minnesota
$67K
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$54K
PFA
72
Professional Financial Advisors
Nebraska
$54K
Wells Fargo
73
Wells Fargo
California
$38K
AIP
74
Ameritas Investment Partners
Nebraska
$38K +$2.13K +40 +6%
ME
75
McIlrath & Eck
Washington
$34K