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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
Holders
202
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
MWM
101
MBE Wealth Management
Wisconsin
$661K
AWM
102
AE Wealth Management
Kansas
$649K
HDIM
103
Hanson & Doremus Investment Management
Vermont
$648K
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$646K
MFA
105
McClarren Financial Advisors
Pennsylvania
$640K
CF
106
Carter Financial
California
$621K
FCM
107
Firestone Capital Management
Florida
$575K
SFS
108
Security Financial Services
Indiana
$567K
FWP
109
Firethorn Wealth Partners
Georgia
$563K
MBT
110
Montecito Bank & Trust
California
$556K
NB
111
Nicolet Bankshares
Wisconsin
$548K
FGWP
112
Founders Grove Wealth Partners
Virginia
$545K
SIP
113
Sellwood Investment Partners
Oregon
$539K
MA
114
MJP Associates
Connecticut
$527K
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$506K
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
JGCM
120
Joseph Group Capital Management
Ohio
$500K
SC
121
Steph & Co
Wisconsin
$478K
TRCT
122
Tower Research Capital (TRC)
New York
$473K
JCM
123
Jacobi Capital Management
Pennsylvania
$465K
NW
124
NewEdge Wealth
Pennsylvania
$452K
DI
125
Disciplined Investments
Oklahoma
$452K