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Global X S&P 500 Catholic Values ETF

191 hedge funds and large institutions have $537M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.19% less ownership

Funds ownership: 49.18%48.99% (-0.19%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$876K
SPF
77
South Plains Financial
Texas
$851K
ICM
78
Islay Capital Management
Texas
$843K
FHB
79
First Hawaiian Bank
Hawaii
$840K
SAM
80
Silvercrest Asset Management
New York
$836K
Northern Trust
81
Northern Trust
Illinois
$828K
VVP
82
Venture Visionary Partners
Ohio
$783K
HI
83
Human Investing
Oregon
$775K
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$761K
WFS
85
Widmann Financial Services
Maryland
$751K
FIA
86
Foundations Investment Advisors
Arizona
$729K
CM
87
Cornerstone Management
Georgia
$703K
MFA
88
McClarren Financial Advisors
Pennsylvania
$696K
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$669K
AWM
90
AE Wealth Management
Kansas
$641K
RA
91
RFG Advisory
Alabama
$633K
MWM
92
MBE Wealth Management
Wisconsin
$613K
HDIM
93
Hanson & Doremus Investment Management
Vermont
$601K
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$597K
HF
95
HRT Financial
New York
$569K
JBW
96
Journey Beyond Wealth
Georgia
$566K
FWP
97
Firethorn Wealth Partners
Georgia
$555K
FCM
98
Firestone Capital Management
Florida
$550K
MBT
99
Montecito Bank & Trust
California
$548K
NB
100
Nicolet Bankshares
Wisconsin
$540K