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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
76
Islay Capital Management
Texas
$703K
FHB
77
First Hawaiian Bank
Hawaii
$700K
Northern Trust
78
Northern Trust
Illinois
$690K
VVP
79
Venture Visionary Partners
Ohio
$668K
HI
80
Human Investing
Oregon
$632K
SAM
81
Silvercrest Asset Management
New York
$627K
WFS
82
Widmann Financial Services
Maryland
$626K
IBOK
83
Independence Bank of Kentucky
Kentucky
$598K
MWM
84
Mission Wealth Management
California
$541K
AWM
85
AE Wealth Management
Kansas
$530K
CM
86
Cornerstone Management
Georgia
$511K
JBW
87
Journey Beyond Wealth
Georgia
$492K
WB
88
WesBanco Bank
West Virginia
$469K
FWP
89
Firethorn Wealth Partners
Georgia
$463K
MBT
90
Montecito Bank & Trust
California
$457K
FCM
91
Firestone Capital Management
Florida
$454K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$444K
NB
93
Nicolet Bankshares
Wisconsin
$444K
JCM
94
Jacobi Capital Management
Pennsylvania
$429K
PAG
95
Private Advisor Group
New Jersey
$419K
JGCM
96
Joseph Group Capital Management
Ohio
$417K
ECM
97
Exchange Capital Management
Michigan
$415K
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$412K
DIA
99
Dana Investment Advisors
Wisconsin
$407K
MA
100
MJP Associates
Connecticut
$406K