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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.04M +$80.3K +980 +4%
SWTS
52
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.02M -$29.5K -360 -1%
HSA
53
HBK Sorce Advisory
Pennsylvania
$1.99M +$1.96M +23,880 New
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M
HCA
55
Harpswell Capital Advisors
Maine
$1.87M
KOC
56
Koss-Olinger Consulting
Florida
$1.81M -$326K -3,976 -15%
CRC
57
Curi RMB Capital
Illinois
$1.7M
HighTower Advisors
58
HighTower Advisors
Illinois
$1.64M
BW
59
Bravera Wealth
North Dakota
$1.62M +$1.61M +19,700 New
WSFS
60
Wilmington Savings Fund Society
Delaware
$1.6M
Jones Financial Companies
61
Jones Financial Companies
Missouri
$1.59M +$691K +8,438 +78%
CH
62
CDKV Holdings
Colorado
$1.55M +$1.55M +18,900 New
MA
63
MCF Advisors
Kentucky
$1.54M +$93.5K +1,141 +6%
Brown Advisory
64
Brown Advisory
Maryland
$1.53M -$7.7K -94 -0.5%
CIA
65
Choate Investment Advisors
Massachusetts
$1.51M -$59.1K -722 -4%
AO
66
Advisor OS
Illinois
$1.49M +$100K +1,222 +7%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.46M
ATC
68
Argent Trust Co
Tennessee
$1.45M
Stifel Financial
69
Stifel Financial
Missouri
$1.32M -$122K -1,493 -8%
GI
70
Gradient Investments
Minnesota
$1.31M -$2.21K -27 -0.2%
AA
71
Alesco Advisors
New York
$1.3M -$14.3K -175 -1%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.23M +$83.6K +1,021 +7%
SAM
73
Silvercrest Asset Management
New York
$1.14M +$294K +3,595 +35%
Osaic Holdings
74
Osaic Holdings
Arizona
$1.13M -$14.3K -174 -1%
MWM
75
Mission Wealth Management
California
$1.11M