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Global X S&P 500 Catholic Values ETF

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$461K +$1.13K +15 +0.2%
MWM
102
MBE Wealth Management
Wisconsin
$440K +$8.75K +116 +2%
SC
103
Steph & Co
Wisconsin
$439K -$6.34K -84 -1%
WA
104
Win Advisors
Florida
$438K +$438K +5,805 New
NW
105
NewEdge Wealth
Pennsylvania
$424K
SMC
106
Smith, Moore & Co
Missouri
$424K
IWM
107
IHT Wealth Management
Illinois
$419K +$50.6K +671 +14%
SIC
108
Sterling Investment Counsel
New York
$417K
DI
109
Disciplined Investments
Oklahoma
$415K
IA
110
IFP Advisors
Florida
$413K -$13.2K -175 -3%
SIP
111
Sellwood Investment Partners
Oregon
$412K +$4.6K +61 +1%
MGIA
112
Moneta Group Investment Advisors
Missouri
$397K +$22.6K +300 +6%
MA
113
MJP Associates
Connecticut
$394K -$59.5K -788 -13%
TF
114
Tompkins Financial
New York
$380K +$65.9K +874 +21%
IWC
115
Integrated Wealth Concepts
Massachusetts
$380K -$27.4K -363 -7%
HT
116
Heritage Trust
Oklahoma
$377K
HDIM
117
Hanson & Doremus Investment Management
Vermont
$375K +$9.29K +123 +3%
AWS
118
Atria Wealth Solutions
New York
$363K +$1.82K +24 +0.5%
PI
119
PFG Investments
New York
$362K
PAG
120
Private Advisor Group
New Jersey
$358K -$110K -1,452 -23%
HWA
121
HHM Wealth Advisors
Tennessee
$355K +$47.2K +625 +15%
UB
122
UMB Bank
Missouri
$341K
CFSG
123
Community Financial Services Group
Vermont
$341K -$10.2K -135 -3%
BIM
124
Bridges Investment Management
Nebraska
$318K +$12.4K +165 +4%
Financial Engines Advisors
125
Financial Engines Advisors
California
$313K +$2.04K +27 +0.7%