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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

90% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 202204 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 51.32%50.86% (-0.46%)

1% less capital invested

Capital invested by funds: $564M → $556M (-$8.04M)

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
91
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$408K +$144K +1,767 +51%
NA
127
NewEdge Advisors
Louisiana
$405K +$80.8K +988 +24%
WA
128
Waverly Advisors
Alabama
$404K
TF
129
Tompkins Financial
New York
$394K
HT
130
Heritage Trust
Oklahoma
$391K
EI
131
eCIO Inc
Wisconsin
$387K +$405K +4,948 New
CP
132
Capital Planning
Washington
$386K
SWASL
133
Spartan Wealth Advisory Services LLC
Michigan
$381K +$399K +4,880 New
JGCM
134
Joseph Group Capital Management
Ohio
$381K -$98.9K -1,210 -20%
SIC
135
Sterling Investment Counsel
New York
$381K -$17.1K -209 -4%
PAG
136
Private Advisor Group
New Jersey
$364K -$3.11K -38 -0.8%
CF
137
Convergence Financial
Missouri
$359K +$61K +746 +19%
PI
138
PFG Investments
New York
$358K -$3.84K -47 -1%
CFSG
139
Community Financial Services Group
Vermont
$352K -$3.68K -45 -1%
WB
140
Webster Bank
Connecticut
$346K +$219K +2,675 +153%
FFBTD
141
First Financial Bank - Trust Division
Ohio
$326K +$46.6K +570 +16%
SWP
142
Stratos Wealth Partners
Ohio
$321K -$11.3K -138 -3%
BIM
143
Bridges Investment Management
Nebraska
$318K +$14.1K +173 +4%
Financial Engines Advisors
144
Financial Engines Advisors
California
$307K
SIAP
145
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K
JCM
146
Jacobi Capital Management
Pennsylvania
$289K -$159K -1,950 -35%
SFB
147
STAR Financial Bank
Indiana
$285K
1WM
148
1900 Wealth Management
Texas
$284K +$297K +3,632 New
AAS
149
Ameritas Advisory Services
Nebraska
$283K -$1.39K -17 -0.5%
MNA
150
Manning & Napier Advisors
New York
$282K +$304K +3,720 New