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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
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
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$461K
MWM
102
MBE Wealth Management
Wisconsin
$440K
SC
103
Steph & Co
Wisconsin
$439K
WA
104
Win Advisors
Florida
$438K
NW
105
NewEdge Wealth
Pennsylvania
$424K
SMC
106
Smith, Moore & Co
Missouri
$424K
IWM
107
IHT Wealth Management
Illinois
$419K
SIC
108
Sterling Investment Counsel
New York
$417K
DI
109
Disciplined Investments
Oklahoma
$415K
IA
110
IFP Advisors
Florida
$413K
SIP
111
Sellwood Investment Partners
Oregon
$412K
MGIA
112
Moneta Group Investment Advisors
Missouri
$397K
MA
113
MJP Associates
Connecticut
$394K
TF
114
Tompkins Financial
New York
$380K
IWC
115
Integrated Wealth Concepts
Massachusetts
$380K
HT
116
Heritage Trust
Oklahoma
$377K
HDIM
117
Hanson & Doremus Investment Management
Vermont
$375K
AWS
118
Atria Wealth Solutions
New York
$363K
PI
119
PFG Investments
New York
$362K
PAG
120
Private Advisor Group
New Jersey
$358K
HWA
121
HHM Wealth Advisors
Tennessee
$355K
UB
122
UMB Bank
Missouri
$341K
CFSG
123
Community Financial Services Group
Vermont
$341K
BIM
124
Bridges Investment Management
Nebraska
$318K
Financial Engines Advisors
125
Financial Engines Advisors
California
$313K