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Global X S&P 500 Catholic Values ETF

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
101
Smith, Moore & Co
Missouri
$396K -$64K -904 -14%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$393K -$71.1K -1,003 -15%
NW
103
NewEdge Wealth
Pennsylvania
$390K
DI
104
Disciplined Investments
Oklahoma
$390K
IA
105
IFP Advisors
Florida
$387K +$108K +1,525 +39%
SIP
106
Sellwood Investment Partners
Oregon
$381K +$381K +5,376 New
Jones Financial Companies
107
Jones Financial Companies
Missouri
$372K +$209K +2,952 +128%
MWM
108
MBE Wealth Management
Wisconsin
$358K -$2.62K -37 -0.7%
HT
109
Heritage Trust
Oklahoma
$354K +$354K +5,000 New
IWM
110
IHT Wealth Management
Illinois
$348K
IWC
111
Integrated Wealth Concepts
Massachusetts
$344K +$22.4K +316 +7%
HDIM
112
Hanson & Doremus Investment Management
Vermont
$343K +$708 +10 +0.2%
AWS
113
Atria Wealth Solutions
New York
$339K +$24.3K +341 +8%
CFSG
114
Community Financial Services Group
Vermont
$329K -$15.2K -214 -4%
SIC
115
Sterling Investment Counsel
New York
$323K -$68.5K -967 -18%
UB
116
UMB Bank
Missouri
$320K -$64.4K -909 -17%
MGIA
117
Moneta Group Investment Advisors
Missouri
$303K
ATC
118
Argent Trust Co
Tennessee
$297K
Financial Engines Advisors
119
Financial Engines Advisors
California
$290K -$2.62K -37 -0.9%
FFN
120
Focus Financial Network
Minnesota
$279K -$223K -3,133 -44%
NI
121
Natural Investments
California
$278K +$278K +3,925 New
FAIM
122
Financial Advocates Investment Management
Washington
$277K +$14.7K +207 +6%
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$273K
BIM
124
Bridges Investment Management
Nebraska
$273K
SWP
125
Stratos Wealth Partners
Ohio
$272K