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Global X S&P 500 Catholic Values ETF

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$1.57M +$1.3M +17,187 +491%
UBS Group
52
UBS Group
Switzerland
$1.52M +$366K +4,851 +32%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.52M +$30.9K +410 +2%
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.47M
CIA
55
Choate Investment Advisors
Massachusetts
$1.44M
Brown Advisory
56
Brown Advisory
Maryland
$1.41M +$68.8K +912 +5%
Stifel Financial
57
Stifel Financial
Missouri
$1.35M -$97.7K -1,295 -7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.34M -$98.3K -1,303 -7%
AO
59
Advisor OS
Illinois
$1.33M -$79.9K -1,059 -6%
MA
60
MCF Advisors
Kentucky
$1.33M +$9.58K +127 +0.7%
ATC
61
Argent Trust Co
Tennessee
$1.33M
GI
62
Gradient Investments
Minnesota
$1.28M -$2.57K -34 -0.2%
AA
63
Alesco Advisors
New York
$1.21M +$14.6K +194 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.11M -$205K -2,825 -16%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.01M -$82.7K -1,097 -8%
FIA
66
Foundations Investment Advisors
Arizona
$941K -$4.3K -57 -0.5%
OC
67
Oakworth Capital
Alabama
$925K
CPSAC
68
Chas P. Smith & Associates (CPS)
Florida
$893K
CC
69
Courier Capital
New York
$887K -$17.5K -232 -2%
WAS
70
WESPAC Advisors SoCal
California
$880K
PFS
71
Prospera Financial Services
Texas
$844K +$28.7K +380 +4%
NP
72
NorthRock Partners
Minnesota
$837K +$837K +11,055 New
OIA
73
OneDigital Investment Advisors
Kansas
$828K
SPF
74
South Plains Financial
Texas
$792K
MFA
75
McClarren Financial Advisors
Pennsylvania
$792K +$497K +6,590 +169%