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Global X S&P 500 Catholic Values ETF

202 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, 90 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
IAA
126
Independent Advisor Alliance
North Carolina
$408K
WA
127
Waverly Advisors
Alabama
$404K
TF
128
Tompkins Financial
New York
$394K
HT
129
Heritage Trust
Oklahoma
$391K
EI
130
eCIO Inc
Wisconsin
$387K
CP
131
Capital Planning
Washington
$386K
SWASL
132
Spartan Wealth Advisory Services LLC
Michigan
$381K
JGCM
133
Joseph Group Capital Management
Ohio
$381K
SIC
134
Sterling Investment Counsel
New York
$381K
PAG
135
Private Advisor Group
New Jersey
$364K
CF
136
Convergence Financial
Missouri
$359K
PI
137
PFG Investments
New York
$358K
CFSG
138
Community Financial Services Group
Vermont
$352K
WB
139
Webster Bank
Connecticut
$346K
FFBTD
140
First Financial Bank - Trust Division
Ohio
$326K
SWP
141
Stratos Wealth Partners
Ohio
$321K
BIM
142
Bridges Investment Management
Nebraska
$318K
Financial Engines Advisors
143
Financial Engines Advisors
California
$307K
SIAP
144
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K
JCM
145
Jacobi Capital Management
Pennsylvania
$289K
SFB
146
STAR Financial Bank
Indiana
$285K
1WM
147
1900 Wealth Management
Texas
$284K
AAS
148
Ameritas Advisory Services
Nebraska
$283K
MNA
149
Manning & Napier Advisors
New York
$282K
NI
150
Natural Investments
California
$278K