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Global X S&P 500 Catholic Values ETF

158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
48
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.4M -$5.62K -86 -0.4%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$90K +1,376 +7%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.36M
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.27M
AO
55
Advisor OS
Illinois
$1.24M +$13.1K +201 +1%
CIA
56
Choate Investment Advisors
Massachusetts
$1.22M
MA
57
MCF Advisors
Kentucky
$1.22M -$32.7K -500 -3%
AA
58
Alesco Advisors
New York
$1.19M
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.05M -$200K -3,053 -16%
OAJ
60
Ogorek Anthony Joseph
New York
$996K +$86.3K +1,320 +9%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$976K +$300K +4,590 +44%
GI
62
Gradient Investments
Minnesota
$970K -$2.55K -39 -0.3%
Brown Advisory
63
Brown Advisory
Maryland
$955K -$65 -1 -0%
VVP
64
Venture Visionary Partners
Ohio
$882K -$34.5K -527 -4%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$811K -$98.1K -1,500 -11%
GCIM
66
Gunn & Company Investment Management
Florida
$811K +$811K +12,400 New
OC
67
Oakworth Capital
Alabama
$802K +$87.3K +1,335 +12%
NA
68
Nottingham Advisors
New York
$791K -$42.6K -652 -5%
WAS
69
WESPAC Advisors SoCal
California
$776K
Osaic Holdings
70
Osaic Holdings
Arizona
$768K -$509K -7,778 -40%
FIA
71
Foundations Investment Advisors
Arizona
$758K +$758K +11,588 New
MFA
72
McClarren Financial Advisors
Pennsylvania
$727K -$21.3M -11,486 -97%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$720K -$52K -795 -7%
SAM
74
Silvercrest Asset Management
New York
$714K -$99.7K -1,524 -12%
ICM
75
Islay Capital Management
Texas
$707K -$24.7K -377 -3%