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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
AWM
101
AE Wealth Management
Kansas
$619K
FCM
102
Firestone Capital Management
Florida
$618K
MFA
103
McClarren Financial Advisors
Pennsylvania
$611K
CF
104
Carter Financial
California
$593K
KAS
105
Kestra Advisory Services
Texas
$590K
FWP
106
Firethorn Wealth Partners
Georgia
$560K
WA
107
Win Advisors
Florida
$553K
MA
108
MJP Associates
Connecticut
$539K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$529K
MBT
110
Montecito Bank & Trust
California
$529K
SIP
111
Sellwood Investment Partners
Oregon
$522K
NB
112
Nicolet Bankshares
Wisconsin
$521K
FGWP
113
Founders Grove Wealth Partners
Virginia
$518K
IWC
114
Integrated Wealth Concepts
Massachusetts
$500K
IWM
115
IHT Wealth Management
Illinois
$493K
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$488K
SMC
117
Smith, Moore & Co
Missouri
$482K
IBOK
118
Independence Bank of Kentucky
Kentucky
$481K
Lido Advisors
119
Lido Advisors
California
$471K
SC
120
Steph & Co
Wisconsin
$455K
NW
121
NewEdge Wealth
Pennsylvania
$430K
DI
122
Disciplined Investments
Oklahoma
$430K
MGIA
123
Moneta Group Investment Advisors
Missouri
$417K
TFA
124
TrustWell Financial Advisors
Florida
$416K
FIA
125
Foundations Investment Advisors
Arizona
$416K