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Global X S&P 500 Catholic Values ETF

189 hedge funds and large institutions have $531M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.76% less ownership

Funds ownership: 49.18%48.42% (-0.76%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPF
76
South Plains Financial
Texas
$851K
ICM
77
Islay Capital Management
Texas
$843K
FHB
78
First Hawaiian Bank
Hawaii
$840K
SAM
79
Silvercrest Asset Management
New York
$836K
Northern Trust
80
Northern Trust
Illinois
$828K
VVP
81
Venture Visionary Partners
Ohio
$783K
HI
82
Human Investing
Oregon
$775K
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$761K
WFS
84
Widmann Financial Services
Maryland
$751K
FIA
85
Foundations Investment Advisors
Arizona
$729K
CM
86
Cornerstone Management
Georgia
$703K
MFA
87
McClarren Financial Advisors
Pennsylvania
$696K
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$669K
AWM
89
AE Wealth Management
Kansas
$641K
RA
90
RFG Advisory
Alabama
$633K
MWM
91
MBE Wealth Management
Wisconsin
$613K
HDIM
92
Hanson & Doremus Investment Management
Vermont
$601K
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$597K
HF
94
HRT Financial
New York
$569K
JBW
95
Journey Beyond Wealth
Georgia
$566K
FWP
96
Firethorn Wealth Partners
Georgia
$555K
FCM
97
Firestone Capital Management
Florida
$550K
MBT
98
Montecito Bank & Trust
California
$548K
NB
99
Nicolet Bankshares
Wisconsin
$540K
DIA
100
Dana Investment Advisors
Wisconsin
$535K