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Global X S&P 500 Catholic Values ETF

201 hedge funds and large institutions have $555M 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, 89 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
FCM
101
Firestone Capital Management
Florida
$618K
MFA
102
McClarren Financial Advisors
Pennsylvania
$611K
CF
103
Carter Financial
California
$593K
KAS
104
Kestra Advisory Services
Texas
$590K
FWP
105
Firethorn Wealth Partners
Georgia
$560K
WA
106
Win Advisors
Florida
$553K
MA
107
MJP Associates
Connecticut
$539K
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$529K
MBT
109
Montecito Bank & Trust
California
$529K
SIP
110
Sellwood Investment Partners
Oregon
$522K
NB
111
Nicolet Bankshares
Wisconsin
$521K
FGWP
112
Founders Grove Wealth Partners
Virginia
$518K
IWC
113
Integrated Wealth Concepts
Massachusetts
$500K
IWM
114
IHT Wealth Management
Illinois
$493K
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$488K
SMC
116
Smith, Moore & Co
Missouri
$482K
IBOK
117
Independence Bank of Kentucky
Kentucky
$481K
Lido Advisors
118
Lido Advisors
California
$471K
SC
119
Steph & Co
Wisconsin
$455K
NW
120
NewEdge Wealth
Pennsylvania
$430K
DI
121
Disciplined Investments
Oklahoma
$430K
MGIA
122
Moneta Group Investment Advisors
Missouri
$417K
TFA
123
TrustWell Financial Advisors
Florida
$416K
FIA
124
Foundations Investment Advisors
Arizona
$416K
IAA
125
Independent Advisor Alliance
North Carolina
$408K