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Global X S&P 500 Catholic Values ETF

199 hedge funds and large institutions have $561M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
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
CF
104
Carter Financial
California
$621K
FCM
105
Firestone Capital Management
Florida
$575K
SFS
106
Security Financial Services
Indiana
$567K
FWP
107
Firethorn Wealth Partners
Georgia
$563K
MBT
108
Montecito Bank & Trust
California
$556K
NB
109
Nicolet Bankshares
Wisconsin
$548K
FGWP
110
Founders Grove Wealth Partners
Virginia
$545K
SIP
111
Sellwood Investment Partners
Oregon
$539K
MA
112
MJP Associates
Connecticut
$527K
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$506K
IBOK
114
Independence Bank of Kentucky
Kentucky
$506K
Lido Advisors
115
Lido Advisors
California
$506K
SMC
116
Smith, Moore & Co
Missouri
$504K
IWM
117
IHT Wealth Management
Illinois
$502K
JGCM
118
Joseph Group Capital Management
Ohio
$500K
SC
119
Steph & Co
Wisconsin
$478K
TRCT
120
Tower Research Capital (TRC)
New York
$473K
JCM
121
Jacobi Capital Management
Pennsylvania
$465K
NW
122
NewEdge Wealth
Pennsylvania
$452K
DI
123
Disciplined Investments
Oklahoma
$452K
MGIA
124
Moneta Group Investment Advisors
Missouri
$444K
WA
125
Waverly Advisors
Alabama
$425K