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Global X S&P 500 Catholic Values ETF

173 hedge funds and large institutions have $413M invested in Global X S&P 500 Catholic Values ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
59
Reduced
45
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
101
Disciplined Investments
Oklahoma
$382K
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$378K
UB
103
UMB Bank
Missouri
$376K
DIA
104
Dana Investment Advisors
Wisconsin
$368K +$35.6K +513 +11%
FTUS
105
Flow Traders U.S.
New York
$357K +$357K +5,151 New
MWM
106
MBE Wealth Management
Wisconsin
$354K +$10.4K +150 +3%
AFG
107
Argent Financial Group
Louisiana
$347K +$347K +5,000 New
IWM
108
IHT Wealth Management
Illinois
$341K
CFSG
109
Community Financial Services Group
Vermont
$338K -$6.52K -94 -2%
HDIM
110
Hanson & Doremus Investment Management
Vermont
$335K +$32.6K +470 +11%
HWA
111
HHM Wealth Advisors
Tennessee
$316K
IWC
112
Integrated Wealth Concepts
Massachusetts
$315K +$315K +4,539 New
AWS
113
Atria Wealth Solutions
New York
$307K +$11.8K +170 +4%
MGIA
114
Moneta Group Investment Advisors
Missouri
$297K
ATC
115
Argent Trust Co
Tennessee
$291K
Financial Engines Advisors
116
Financial Engines Advisors
California
$286K -$17.8K -257 -6%
IA
117
IFP Advisors
Florida
$273K +$243K +3,503 +802%
SIAP
118
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$268K
BIM
119
Bridges Investment Management
Nebraska
$267K +$5.2K +75 +2%
SWP
120
Stratos Wealth Partners
Ohio
$267K +$28.6K +412 +12%
FWS
121
FinDec Wealth Services
California
$262K -$5.07K -73 -2%
AAS
122
Ameritas Advisory Services
Nebraska
$260K
OCM
123
Objective Capital Management
Ohio
$260K +$260K +3,750 New
FAIM
124
Financial Advocates Investment Management
Washington
$257K +$30.6K +441 +14%
CP
125
Capital Planning
Washington
$256K