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Global X S&P 500 Catholic Values ETF

112 hedge funds and large institutions have $307M invested in Global X S&P 500 Catholic Values ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+23
Holders Change %
+25.84%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
30
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
51
Firethorn Wealth Partners
Georgia
$625K +$625K +10,605 New
Northern Trust
52
Northern Trust
Illinois
$602K
NB
53
Nicolet Bankshares
Wisconsin
$557K +$85.5K +1,450 +18%
LWM
54
Laidlaw Wealth Management
New York
$547K
SAM
55
Silvercrest Asset Management
New York
$545K +$51.8K +880 +11%
IBOK
56
Independence Bank of Kentucky
Kentucky
$539K
MFA
57
McClarren Financial Advisors
Pennsylvania
$501K -$8.48K -144 -2%
OIA
58
OneDigital Investment Advisors
Kansas
$460K -$18K -305 -4%
DW
59
Domani Wealth
Pennsylvania
$448K -$13.3K -226 -3%
MA
60
MJP Associates
Connecticut
$400K -$5.69K -96 -1%
AWA
61
Arete Wealth Advisors
Illinois
$400K -$5.69K -96 -1%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$392K -$9.3K -158 -2%
MWA
63
MFA Wealth Advisors
Pennsylvania
$390K +$30K +509 +8%
RJA
64
Raymond James & Associates
Florida
$385K +$64.9K +1,100 +20%
CCT
65
Country Club Trust
Missouri
$375K
MBT
66
Montecito Bank & Trust
California
$353K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$334K +$104K +1,763 +45%
Truist Financial
68
Truist Financial
North Carolina
$330K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$324K -$377K -6,413 -54%
ECM
70
Exchange Capital Management
Michigan
$322K -$10.9K -185 -3%
RA
71
RFG Advisory
Alabama
$310K
AAS
72
Ameritas Advisory Services
Nebraska
$292K +$292K +4,965 New
JGCM
73
Joseph Group Capital Management
Ohio
$284K +$284K +4,819 New
NA
74
Nottingham Advisors
New York
$274K +$274K +4,649 New
CM
75
Cornerstone Management
Georgia
$272K