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Global X S&P 500 Catholic Values ETF

204 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 202204 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 51.32%50.86% (-0.46%)

1% less capital invested

Capital invested by funds: $564M → $556M (-$8.04M)

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
91
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1M -$175K -2,142 -14%
SAM
77
Silvercrest Asset Management
New York
$987K -$105K -1,280 -9%
OC
78
Oakworth Capital
Alabama
$958K
CPSAC
79
Chas P. Smith & Associates (CPS)
Florida
$925K
WAS
80
WESPAC Advisors SoCal
California
$911K
PFS
81
Prospera Financial Services
Texas
$890K +$82.2K +1,005 +10%
ICM
82
Islay Capital Management
Texas
$883K +$73.1K +894 +9%
AF
83
AtlasMark Financial
Texas
$863K
OIA
84
OneDigital Investment Advisors
Kansas
$863K
SPF
85
South Plains Financial
Texas
$821K
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$817K +$212K +2,597 +33%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$802K +$54.3K +664 +7%
Northern Trust
88
Northern Trust
Illinois
$798K
FHB
89
First Hawaiian Bank
Hawaii
$760K
HI
90
Human Investing
Oregon
$751K +$4.25K +52 +0.5%
DIA
91
Dana Investment Advisors
Wisconsin
$743K +$90.2K +1,103 +13%
WFS
92
Widmann Financial Services
Maryland
$724K
HDIM
93
Hanson & Doremus Investment Management
Vermont
$717K +$106K +1,298 +16%
CC
94
Courier Capital
New York
$701K -$220K -2,690 -23%
RA
95
RFG Advisory
Alabama
$686K +$736 +9 +0.1%
VVP
96
Venture Visionary Partners
Ohio
$683K -$30.7K -375 -4%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$647K -$8.67K -106 -1%
CM
98
Cornerstone Management
Georgia
$646K +$13.6K +166 +2%
MWM
99
MBE Wealth Management
Wisconsin
$626K -$2.13K -26 -0.3%
SFS
100
Security Financial Services
Indiana
$622K +$87.5K +1,070 +16%