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Global X S&P 500 Catholic Values ETF

146 hedge funds and large institutions have $388M invested in Global X S&P 500 Catholic Values ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
47
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
76
Raymond James & Associates
Florida
$519K -$92.4K -1,452 -15%
HI
77
Human Investing
Oregon
$512K -$23.7K -372 -4%
AWM
78
AE Wealth Management
Kansas
$508K -$42.2K -663 -8%
CM
79
Cornerstone Management
Georgia
$486K -$36.1K -567 -7%
MBT
80
Montecito Bank & Trust
California
$431K +$36.6K +575 +9%
NB
81
Nicolet Bankshares
Wisconsin
$419K -$11.8K -186 -3%
FFN
82
Focus Financial Network
Minnesota
$413K -$90.8K -1,500 -18%
SMC
83
Smith, Moore & Co
Missouri
$411K +$2.93K +46 +0.7%
RA
84
RFG Advisory
Alabama
$403K -$20.4K -321 -5%
WFS
85
Widmann Financial Services
Maryland
$399K
MA
86
MJP Associates
Connecticut
$390K +$13.9K +219 +4%
IWM
87
IHT Wealth Management
Illinois
$388K -$56.2K -883 -13%
PAG
88
Private Advisor Group
New Jersey
$381K +$955 +15 +0.3%
FCM
89
Firestone Capital Management
Florida
$370K +$8.15K +128 +2%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$366K +$366K +5,758 New
ECM
91
Exchange Capital Management
Michigan
$363K
SIC
92
Sterling Investment Counsel
New York
$352K +$1.59K +25 +0.5%
DI
93
Disciplined Investments
Oklahoma
$350K
JGCM
94
Joseph Group Capital Management
Ohio
$346K -$5.41K -85 -2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$346K +$346K +5,441 New
NW
96
NewEdge Wealth
Pennsylvania
$336K
JCM
97
Jacobi Capital Management
Pennsylvania
$318K +$318K +5,000 New
MWM
98
MBE Wealth Management
Wisconsin
$318K
KAS
99
Kestra Advisory Services
Texas
$284K -$66.8K -1,049 -19%
Financial Engines Advisors
100
Financial Engines Advisors
California
$279K -$1.27K -20 -0.5%