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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$1.08M +$1.07M +13,080 New
OC
77
Oakworth Capital
Alabama
$1.01M
CPSAC
78
Chas P. Smith & Associates (CPS)
Florida
$974K
WAS
79
WESPAC Advisors SoCal
California
$959K
Citadel Advisors
80
Citadel Advisors
Florida
$959K +$955K +11,662 New
CC
81
Courier Capital
New York
$959K
OIA
82
OneDigital Investment Advisors
Kansas
$908K +$5.32K +65 +0.6%
AF
83
AtlasMark Financial
Texas
$863K
SPF
84
South Plains Financial
Texas
$863K
ICM
85
Islay Capital Management
Texas
$856K
PFS
86
Prospera Financial Services
Texas
$854K -$61.9K -756 -7%
Northern Trust
87
Northern Trust
Illinois
$840K
WA
88
Win Advisors
Florida
$814K +$811K +9,905 New
FHB
89
First Hawaiian Bank
Hawaii
$799K -$53.2K -649 -6%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$789K +$17.1K +209 +2%
HI
91
Human Investing
Oregon
$786K -$246 -3 -0%
WFS
92
Widmann Financial Services
Maryland
$762K
VVP
93
Venture Visionary Partners
Ohio
$749K -$45.5K -555 -6%
FIA
94
Foundations Investment Advisors
Arizona
$737K -$2.95K -36 -0.4%
RA
95
RFG Advisory
Alabama
$721K +$79.1K +966 +12%
DIA
96
Dana Investment Advisors
Wisconsin
$691K +$148K +1,804 +27%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$690K +$557K +6,794 +426%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$682K +$3.69K +45 +0.5%
JBW
99
Journey Beyond Wealth
Georgia
$670K +$95.5K +1,166 +17%
CM
100
Cornerstone Management
Georgia
$666K -$47.3K -577 -7%