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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MBE Wealth Management
Wisconsin
$661K +$38.7K +473 +6%
AWM
102
AE Wealth Management
Kansas
$649K -$901 -11 -0.1%
HDIM
103
Hanson & Doremus Investment Management
Vermont
$648K +$38.7K +472 +6%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$646K +$40.5K +495 +7%
MFA
105
McClarren Financial Advisors
Pennsylvania
$640K +$187K +2,288 +69%
CF
106
Carter Financial
California
$621K +$619K +7,556 New
FCM
107
Firestone Capital Management
Florida
$575K +$16.4K +200 +3%
SFS
108
Security Financial Services
Indiana
$567K +$101K +1,238 +22%
FWP
109
Firethorn Wealth Partners
Georgia
$563K -$410 -5 -0.1%
MBT
110
Montecito Bank & Trust
California
$556K
NB
111
Nicolet Bankshares
Wisconsin
$548K
FGWP
112
Founders Grove Wealth Partners
Virginia
$545K +$69.1K +843 +15%
SIP
113
Sellwood Investment Partners
Oregon
$539K +$100K +1,224 +23%
MA
114
MJP Associates
Connecticut
$527K +$97.4K +1,189 +23%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$506K +$2.13K +26 +0.4%
IBOK
116
Independence Bank of Kentucky
Kentucky
$506K
Lido Advisors
117
Lido Advisors
California
$506K
SMC
118
Smith, Moore & Co
Missouri
$504K
IWM
119
IHT Wealth Management
Illinois
$502K +$34.9K +426 +8%
JGCM
120
Joseph Group Capital Management
Ohio
$500K -$1.23K -15 -0.2%
SC
121
Steph & Co
Wisconsin
$478K
TRCT
122
Tower Research Capital (TRC)
New York
$473K +$139K +1,693 +42%
JCM
123
Jacobi Capital Management
Pennsylvania
$465K
NW
124
NewEdge Wealth
Pennsylvania
$452K
DI
125
Disciplined Investments
Oklahoma
$452K