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Global X S&P 500 Catholic Values ETF

158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
48
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$705K
Northern Trust
77
Northern Trust
Illinois
$668K
IBOK
78
Independence Bank of Kentucky
Kentucky
$579K
FWP
79
Firethorn Wealth Partners
Georgia
$567K +$1.64K +25 +0.3%
PFS
80
Prospera Financial Services
Texas
$548K +$278K +4,247 +103%
RJA
81
Raymond James & Associates
Florida
$532K -$1.11K -17 -0.2%
MWM
82
Mission Wealth Management
California
$524K +$524K +8,007 New
AWM
83
AE Wealth Management
Kansas
$515K -$6.34K -97 -1%
CM
84
Cornerstone Management
Georgia
$513K +$13.7K +209 +3%
OMC
85
Old Mission Capital
Illinois
$505K +$270K +4,121 +114%
HI
86
Human Investing
Oregon
$502K -$23.7K -362 -4%
TRCT
87
Tower Research Capital (TRC)
New York
$468K +$208K +3,182 +80%
FFN
88
Focus Financial Network
Minnesota
$458K
MBT
89
Montecito Bank & Trust
California
$442K
NB
90
Nicolet Bankshares
Wisconsin
$431K
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$428K +$51.8K +792 +14%
SMC
92
Smith, Moore & Co
Missouri
$423K
RA
93
RFG Advisory
Alabama
$414K
WFS
94
Widmann Financial Services
Maryland
$410K
MA
95
MJP Associates
Connecticut
$405K +$3.92K +60 +1%
PAG
96
Private Advisor Group
New Jersey
$384K -$7.52K -115 -2%
FCM
97
Firestone Capital Management
Florida
$380K
ECM
98
Exchange Capital Management
Michigan
$373K
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$364K +$67 +1 +0%
SIC
100
Sterling Investment Counsel
New York
$361K -$262 -4 -0.1%