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Global X S&P 500 Catholic Values ETF

122 hedge funds and large institutions have $331M invested in Global X S&P 500 Catholic Values ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
34
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
76
Firethorn Wealth Partners
Georgia
$443K -$15.5K -284 -3%
RJA
77
Raymond James & Associates
Florida
$442K -$71K -1,304 -14%
AWM
78
AE Wealth Management
Kansas
$405K +$95.7K +1,758 +31%
IWM
79
IHT Wealth Management
Illinois
$380K -$15.7K -288 -4%
RA
80
RFG Advisory
Alabama
$372K
NB
81
Nicolet Bankshares
Wisconsin
$369K -$542K -9,961 -60%
PAG
82
Private Advisor Group
New Jersey
$350K +$350K +6,432 New
MBT
83
Montecito Bank & Trust
California
$337K
WFS
84
Widmann Financial Services
Maryland
$325K +$38.1K +700 +13%
ECM
85
Exchange Capital Management
Michigan
$311K
MA
86
MJP Associates
Connecticut
$310K +$5.06K +93 +2%
DIA
87
Dana Investment Advisors
Wisconsin
$309K +$309K +5,682 New
JGCM
88
Joseph Group Capital Management
Ohio
$305K +$20.9K +383 +7%
SIC
89
Sterling Investment Counsel
New York
$303K
NW
90
NewEdge Wealth
Pennsylvania
$299K
KAS
91
Kestra Advisory Services
Texas
$295K -$1.25K -23 -0.4%
MWM
92
MBE Wealth Management
Wisconsin
$278K
ICM
93
Islay Capital Management
Texas
$272K -$270K -4,967 -50%
Financial Engines Advisors
94
Financial Engines Advisors
California
$258K
HWA
95
HHM Wealth Advisors
Tennessee
$251K +$61K +1,120 +32%
ATC
96
Argent Trust Co
Tennessee
$228K
FCM
97
Firestone Capital Management
Florida
$227K +$227K +4,097 New
BS
98
Banco Santander
Spain
$217K +$217K +3,979 New
APC
99
Asset Planning Corporation
Tennessee
$213K +$213K +3,905 New
SIAP
100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$207K +3,810 New