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Global X S&P 500 Catholic Values ETF

113 hedge funds and large institutions have $502M invested in Global X S&P 500 Catholic Values ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
37
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$817K -$47 -1 -0%
OIA
52
OneDigital Investment Advisors
Kansas
$795K
NB
53
Nicolet Bankshares
Wisconsin
$766K
HighTower Advisors
54
HighTower Advisors
Illinois
$746K
HI
55
Harbour Investments
Wisconsin
$708K +$9.77K +210 +1%
WAS
56
WESPAC Advisors SoCal
California
$687K
HTC
57
Haverford Trust Company
Pennsylvania
$643K +$643K +13,822 New
OAJ
58
Ogorek Anthony Joseph
New York
$642K
Brown Advisory
59
Brown Advisory
Maryland
$638K +$12K +257 +2%
CPSAC
60
Chas P. Smith & Associates (CPS)
Florida
$637K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$627K
CM
62
Cornerstone Management
Georgia
$552K +$176K +3,787 +47%
SAM
63
Silvercrest Asset Management
New York
$534K +$24.7K +530 +5%
DW
64
Domani Wealth
Pennsylvania
$534K +$59.6K +1,280 +13%
SBL
65
Sargent Bickham Lagudis
Colorado
$526K
VVP
66
Venture Visionary Partners
Ohio
$512K -$14.6K -314 -3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$484K +$84.6K +1,819 +21%
Northern Trust
68
Northern Trust
Illinois
$475K
RJA
69
Raymond James & Associates
Florida
$471K -$183K -3,938 -28%
NA
70
Nottingham Advisors
New York
$450K +$93 +2 +0%
FWP
71
Firethorn Wealth Partners
Georgia
$439K
LWM
72
Laidlaw Wealth Management
New York
$432K
IBOK
73
Independence Bank of Kentucky
Kentucky
$412K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$394K +$81.5K +1,751 +26%
MFA
75
McClarren Financial Advisors
Pennsylvania
$376K -$2.14K -46 -0.6%