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Global X S&P 500 Catholic Values ETF

198 hedge funds and large institutions have $549M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
HDIM
101
Hanson & Doremus Investment Management
Vermont
$648K
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$646K
MFA
103
McClarren Financial Advisors
Pennsylvania
$640K
FCM
104
Firestone Capital Management
Florida
$575K
SFS
105
Security Financial Services
Indiana
$567K
FWP
106
Firethorn Wealth Partners
Georgia
$563K
MBT
107
Montecito Bank & Trust
California
$556K
NB
108
Nicolet Bankshares
Wisconsin
$548K
FGWP
109
Founders Grove Wealth Partners
Virginia
$545K
SIP
110
Sellwood Investment Partners
Oregon
$539K
MA
111
MJP Associates
Connecticut
$527K
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$506K
IBOK
113
Independence Bank of Kentucky
Kentucky
$506K
Lido Advisors
114
Lido Advisors
California
$506K
SMC
115
Smith, Moore & Co
Missouri
$504K
IWM
116
IHT Wealth Management
Illinois
$502K
JGCM
117
Joseph Group Capital Management
Ohio
$500K
SC
118
Steph & Co
Wisconsin
$478K
TRCT
119
Tower Research Capital (TRC)
New York
$473K
JCM
120
Jacobi Capital Management
Pennsylvania
$465K
NW
121
NewEdge Wealth
Pennsylvania
$452K
DI
122
Disciplined Investments
Oklahoma
$452K
MGIA
123
Moneta Group Investment Advisors
Missouri
$444K
WA
124
Waverly Advisors
Alabama
$425K
SIC
125
Sterling Investment Counsel
New York
$418K