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Global X S&P 500 Catholic Values ETF

124 hedge funds and large institutions have $338M invested in Global X S&P 500 Catholic Values ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
50
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
PFG Advisors
Arizona
$208K +$208K +3,983 New
BS
102
Banco Santander
Spain
$208K
AAS
103
Ameritas Advisory Services
Nebraska
$208K +$208K +3,975 New
APC
104
Asset Planning Corporation
Tennessee
$204K
PAI
105
Pittenger & Anderson Inc
Nebraska
$133K -$11.8K -225 -8%
CFGS
106
Concourse Financial Group Securities
Alabama
$130K
UB
107
UMB Bank
Missouri
$126K +$126K +2,400 New
CAS
108
Coppell Advisory Solutions
Texas
$98.1K +$5.77K +124 +6%
AIP
109
Ameritas Investment Partners
Nebraska
$88.7K +$262 +5 +0.3%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$79K +$3.46K +66 +5%
TSWM
111
Tyler-Stone Wealth Management
Ohio
$72K +$263 +5 +0.4%
HI
112
Harbour Investments
Wisconsin
$59.6K -$415K -7,943 -87%
NA
113
NewEdge Advisors
Louisiana
$54.8K +$10.5K +200 +24%
GEA
114
Glen Eagle Advisors
New Jersey
$49.7K +$18.3K +350 +58%
ME
115
McIlrath & Eck
Washington
$33.6K
CFB
116
Cullen/Frost Bankers
Texas
$32.7K +$32.7K +625 New
EWP
117
Elevation Wealth Partners
California
$26.4K +$105 +2 +0.4%
M
118
MOTCO
Texas
$19.3K
PA
119
PSI Advisors
Florida
$18.6K +$105 +2 +0.6%
WAM
120
WFA Asset Management
Wisconsin
$14.1K +$52 +1 +0.4%
GWM
121
Geneos Wealth Management
Colorado
$8.89K
S
122
SignatureFD
Georgia
$5.75K
NC
123
NewSquare Capital
Pennsylvania
$3.35K -$6.75K -129 -67%
TCM
124
Tradewinds Capital Management
Washington
$876
Lido Advisors
125
Lido Advisors
California
-$616K -11,315 Closed