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Global X S&P 500 Catholic Values ETF

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
51
Wilmington Savings Fund Society
Delaware
$1.38M
HighTower Advisors
52
HighTower Advisors
Illinois
$1.35M -$127K -1,792 -9%
CIA
53
Choate Investment Advisors
Massachusetts
$1.33M
AO
54
Advisor OS
Illinois
$1.32M +$82.7K +1,167 +7%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.26M +$92.3K +1,303 +8%
MA
56
MCF Advisors
Kentucky
$1.23M -$51.5K -727 -4%
SWTS
57
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.23M +$1.23M +17,328 New
GI
58
Gradient Investments
Minnesota
$1.2M -$3.9K -55 -0.3%
AA
59
Alesco Advisors
New York
$1.19M -$92.1K -1,300 -7%
Brown Advisory
60
Brown Advisory
Maryland
$950K +$21.3K +301 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$935K +$82.9K +1,171 +10%
FIA
62
Foundations Investment Advisors
Arizona
$934K -$32.9K -464 -3%
NA
63
Nottingham Advisors
New York
$914K +$60.1K +849 +7%
OAJ
64
Ogorek Anthony Joseph
New York
$904K -$132K -1,863 -13%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$878K
OC
66
Oakworth Capital
Alabama
$868K
UBS Group
67
UBS Group
Switzerland
$855K +$6.02K +85 +0.7%
WAS
68
WESPAC Advisors SoCal
California
$826K -$14.2K -200 -2%
MFA
69
McClarren Financial Advisors
Pennsylvania
$792K +$137K +1,936 +21%
OIA
70
OneDigital Investment Advisors
Kansas
$778K +$14.2K +200 +2%
Osaic Holdings
71
Osaic Holdings
Arizona
$762K -$242K -3,417 -24%
SPF
72
South Plains Financial
Texas
$744K +$744K +10,500 New
ICM
73
Islay Capital Management
Texas
$738K -$28.3K -400 -4%
Northern Trust
74
Northern Trust
Illinois
$723K
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$704K