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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
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
76
Islay Capital Management
Texas
$703K
FHB
77
First Hawaiian Bank
Hawaii
$700K +$29.4K +435 +4%
Northern Trust
78
Northern Trust
Illinois
$690K
VVP
79
Venture Visionary Partners
Ohio
$668K +$1.08K +16 +0.2%
HI
80
Human Investing
Oregon
$632K +$63.2K +936 +11%
SAM
81
Silvercrest Asset Management
New York
$627K
WFS
82
Widmann Financial Services
Maryland
$626K +$203K +3,000 +48%
IBOK
83
Independence Bank of Kentucky
Kentucky
$598K
MWM
84
Mission Wealth Management
California
$541K
AWM
85
AE Wealth Management
Kansas
$530K -$6.35K -94 -1%
CM
86
Cornerstone Management
Georgia
$511K -$7.09K -105 -1%
JBW
87
Journey Beyond Wealth
Georgia
$492K
WB
88
WesBanco Bank
West Virginia
$469K +$59.9K +887 +15%
FWP
89
Firethorn Wealth Partners
Georgia
$463K -$17.8K -264 -4%
MBT
90
Montecito Bank & Trust
California
$457K
FCM
91
Firestone Capital Management
Florida
$454K +$7.09K +105 +2%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$444K +$92K +1,374 +26%
NB
93
Nicolet Bankshares
Wisconsin
$444K +$14.2K +210 +3%
JCM
94
Jacobi Capital Management
Pennsylvania
$429K +$23.6K +350 +6%
PAG
95
Private Advisor Group
New Jersey
$419K -$12.1K -179 -3%
JGCM
96
Joseph Group Capital Management
Ohio
$417K -$270 -4 -0.1%
ECM
97
Exchange Capital Management
Michigan
$415K +$29.7K +440 +8%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$412K +$3.51K +52 +0.9%
DIA
99
Dana Investment Advisors
Wisconsin
$407K +$13.6K +202 +3%
MA
100
MJP Associates
Connecticut
$406K -$13.8K -204 -3%