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Global X S&P 500 Catholic Values ETF

204 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
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
AWM
101
AE Wealth Management
Kansas
$619K
FCM
102
Firestone Capital Management
Florida
$618K
MFA
103
McClarren Financial Advisors
Pennsylvania
$611K
CF
104
Carter Financial
California
$593K
KAS
105
Kestra Advisory Services
Texas
$590K
FWP
106
Firethorn Wealth Partners
Georgia
$560K
WA
107
Win Advisors
Florida
$553K
MA
108
MJP Associates
Connecticut
$539K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$529K
MBT
110
Montecito Bank & Trust
California
$529K
SIP
111
Sellwood Investment Partners
Oregon
$522K
NB
112
Nicolet Bankshares
Wisconsin
$521K
FGWP
113
Founders Grove Wealth Partners
Virginia
$518K
IWC
114
Integrated Wealth Concepts
Massachusetts
$500K
IWM
115
IHT Wealth Management
Illinois
$493K
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$488K
SMC
117
Smith, Moore & Co
Missouri
$482K
IBOK
118
Independence Bank of Kentucky
Kentucky
$481K
Lido Advisors
119
Lido Advisors
California
$471K
SC
120
Steph & Co
Wisconsin
$455K
NW
121
NewEdge Wealth
Pennsylvania
$430K
DI
122
Disciplined Investments
Oklahoma
$430K
MGIA
123
Moneta Group Investment Advisors
Missouri
$417K
TFA
124
TrustWell Financial Advisors
Florida
$416K
FIA
125
Foundations Investment Advisors
Arizona
$416K