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Global X S&P 500 Catholic Values ETF

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
76
First Hawaiian Bank
Hawaii
$704K +$704K +9,934 New
PFS
77
Prospera Financial Services
Texas
$699K +$106K +1,502 +18%
VVP
78
Venture Visionary Partners
Ohio
$699K -$26.8K -379 -4%
SAM
79
Silvercrest Asset Management
New York
$658K -$57.9K -817 -8%
BBHC
80
Brown Brothers Harriman & Co
New York
$635K +$415K +5,853 +188%
IBOK
81
Independence Bank of Kentucky
Kentucky
$627K
HI
82
Human Investing
Oregon
$597K +$48K +677 +9%
MWM
83
Mission Wealth Management
California
$567K
AWM
84
AE Wealth Management
Kansas
$563K +$1.35K +19 +0.2%
CM
85
Cornerstone Management
Georgia
$543K -$19.5K -275 -3%
JBW
86
Journey Beyond Wealth
Georgia
$516K +$516K +7,290 New
FWP
87
Firethorn Wealth Partners
Georgia
$504K +$19.8K +279 +4%
MBT
88
Montecito Bank & Trust
California
$479K
FCM
89
Firestone Capital Management
Florida
$468K +$14.5K +205 +3%
PAG
90
Private Advisor Group
New Jersey
$452K +$30.1K +425 +7%
NB
91
Nicolet Bankshares
Wisconsin
$451K
WFS
92
Widmann Financial Services
Maryland
$444K
MA
93
MJP Associates
Connecticut
$440K
JGCM
94
Joseph Group Capital Management
Ohio
$437K +$43.4K +613 +11%
WB
95
WesBanco Bank
West Virginia
$429K -$1.12M -15,748 -72%
JCM
96
Jacobi Capital Management
Pennsylvania
$425K -$7.08K -100 -2%
PI
97
PFG Investments
New York
$419K
RA
98
RFG Advisory
Alabama
$415K -$33.5K -473 -7%
DIA
99
Dana Investment Advisors
Wisconsin
$412K +$36.7K +518 +10%
ECM
100
Exchange Capital Management
Michigan
$404K