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Global X S&P 500 Catholic Values ETF

191 hedge funds and large institutions have $537M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.19% less ownership

Funds ownership: 49.18%48.99% (-0.19%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
DIA
101
Dana Investment Advisors
Wisconsin
$535K
IBOK
102
Independence Bank of Kentucky
Kentucky
$499K
Lido Advisors
103
Lido Advisors
California
$498K
SMC
104
Smith, Moore & Co
Missouri
$497K
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$496K
JGCM
106
Joseph Group Capital Management
Ohio
$495K
SC
107
Steph & Co
Wisconsin
$471K
FGWP
108
Founders Grove Wealth Partners
Virginia
$468K
IWM
109
IHT Wealth Management
Illinois
$460K
SFS
110
Security Financial Services
Indiana
$458K
JCM
111
Jacobi Capital Management
Pennsylvania
$458K
NW
112
NewEdge Wealth
Pennsylvania
$452K
DI
113
Disciplined Investments
Oklahoma
$446K
SIP
114
Sellwood Investment Partners
Oregon
$432K
IWC
115
Integrated Wealth Concepts
Massachusetts
$431K
MGIA
116
Moneta Group Investment Advisors
Missouri
$426K
MA
117
MJP Associates
Connecticut
$423K
SIC
118
Sterling Investment Counsel
New York
$412K
TF
119
Tompkins Financial
New York
$408K
HT
120
Heritage Trust
Oklahoma
$405K
PAG
121
Private Advisor Group
New Jersey
$382K
HWA
122
HHM Wealth Advisors
Tennessee
$381K
PI
123
PFG Investments
New York
$375K
NA
124
NewEdge Advisors
Louisiana
$341K
CFSG
125
Community Financial Services Group
Vermont
$340K