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Global X S&P 500 Catholic Values ETF

146 hedge funds and large institutions have $388M invested in Global X S&P 500 Catholic Values ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
47
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWS
101
FinDec Wealth Services
California
$274K -$32.4K -509 -11%
MGIA
102
Moneta Group Investment Advisors
Missouri
$272K
HDIM
103
Hanson & Doremus Investment Management
Vermont
$271K -$10.5K -164 -4%
HWA
104
HHM Wealth Advisors
Tennessee
$270K
ATC
105
Argent Trust Co
Tennessee
$267K
DIA
106
Dana Investment Advisors
Wisconsin
$265K +$265K +4,168 New
PFS
107
Prospera Financial Services
Texas
$263K +$263K +4,125 New
CAN
108
Cetera Advisor Networks
California
$262K +$4.26K +67 +2%
SWP
109
Stratos Wealth Partners
Ohio
$260K +$64 +1 +0%
TRCT
110
Tower Research Capital (TRC)
New York
$253K -$248K -3,896 -50%
APC
111
Asset Planning Corporation
Tennessee
$249K
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$246K
AAS
113
Ameritas Advisory Services
Nebraska
$239K -$14.3K -225 -6%
OCM
114
Objective Capital Management
Ohio
$239K
CP
115
Capital Planning
Washington
$235K
CAM
116
Cozad Asset Management
Illinois
$230K
OMC
117
Old Mission Capital
Illinois
$229K +$229K +3,606 New
CRC
118
Curi RMB Capital
Illinois
$225K +$225K +3,537 New
BTWM
119
Brass Tax Wealth Management
Ohio
$223K +$223K +3,500 New
UB
120
UMB Bank
Missouri
$204K
PA
121
Planning Alternatives
Michigan
$204K -$16.1K -253 -7%
FAIM
122
Financial Advocates Investment Management
Washington
$203K +$203K +3,186 New
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$177K -$96.5K -1,520 -35%
PAI
124
Pittenger & Anderson Inc
Nebraska
$161K
CFGS
125
Concourse Financial Group Securities
Alabama
$160K +$2.23K +35 +1%