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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
51
Wilmington Savings Fund Society
Delaware
$1.32M
Stifel Financial
52
Stifel Financial
Missouri
$1.29M +$1.29M +19,150 New
CIA
53
Choate Investment Advisors
Massachusetts
$1.29M +$23K +340 +2%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.29M +$88.5K +1,310 +7%
AO
55
Advisor OS
Illinois
$1.26M +$4.66K +69 +0.4%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.23M +$499K +7,394 +69%
Brown Advisory
57
Brown Advisory
Maryland
$1.2M +$293K +4,336 +32%
ATC
58
Argent Trust Co
Tennessee
$1.19M +$906K +13,407 +319%
MA
59
MCF Advisors
Kentucky
$1.18M +$6.62K +98 +0.6%
GI
60
Gradient Investments
Minnesota
$1.14M -$1.42K -21 -0.1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.12M -$1.15M -16,958 -51%
AA
62
Alesco Advisors
New York
$1.07M -$67.5K -1,000 -6%
UBS Group
63
UBS Group
Switzerland
$1.03M +$219K +3,245 +27%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$976K +$84.2K +1,247 +9%
OAJ
65
Ogorek Anthony Joseph
New York
$867K +$4.93K +73 +0.6%
FIA
66
Foundations Investment Advisors
Arizona
$846K -$44.1K -653 -5%
OC
67
Oakworth Capital
Alabama
$828K
CC
68
Courier Capital
New York
$810K +$810K +11,989 New
CPSAC
69
Chas P. Smith & Associates (CPS)
Florida
$800K -$37.8K -560 -5%
WAS
70
WESPAC Advisors SoCal
California
$788K
MFA
71
McClarren Financial Advisors
Pennsylvania
$759K -$1.41M -7,277 -65%
OIA
72
OneDigital Investment Advisors
Kansas
$741K
PFS
73
Prospera Financial Services
Texas
$730K +$62.8K +930 +9%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$712K +$40.9K +605 +6%
SPF
75
South Plains Financial
Texas
$709K