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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
RA
101
RFG Advisory
Alabama
$400K
SC
102
Steph & Co
Wisconsin
$398K
MWM
103
MBE Wealth Management
Wisconsin
$386K
IA
104
IFP Advisors
Florida
$381K
SMC
105
Smith, Moore & Co
Missouri
$379K
SIC
106
Sterling Investment Counsel
New York
$373K
NW
107
NewEdge Wealth
Pennsylvania
$371K
DI
108
Disciplined Investments
Oklahoma
$371K
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$366K
SIP
110
Sellwood Investment Partners
Oregon
$365K
IWC
111
Integrated Wealth Concepts
Massachusetts
$365K
HT
112
Heritage Trust
Oklahoma
$338K
MGIA
113
Moneta Group Investment Advisors
Missouri
$335K
IWM
114
IHT Wealth Management
Illinois
$330K
HDIM
115
Hanson & Doremus Investment Management
Vermont
$327K
PI
116
PFG Investments
New York
$324K
AWS
117
Atria Wealth Solutions
New York
$322K
FGWP
118
Founders Grove Wealth Partners
Virginia
$320K
CFSG
119
Community Financial Services Group
Vermont
$314K
UB
120
UMB Bank
Missouri
$305K
TF
121
Tompkins Financial
New York
$281K
Financial Engines Advisors
122
Financial Engines Advisors
California
$278K
HWA
123
HHM Wealth Advisors
Tennessee
$276K
BIM
124
Bridges Investment Management
Nebraska
$274K
NI
125
Natural Investments
California
$266K