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Global X S&P 500 Catholic Values ETF

189 hedge funds and large institutions have $531M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.76% less ownership

Funds ownership: 49.18%48.42% (-0.76%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

Holders
189
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
TRCT
126
Tower Research Capital (TRC)
New York
$329K
Financial Engines Advisors
127
Financial Engines Advisors
California
$318K
BIM
128
Bridges Investment Management
Nebraska
$316K
SWP
129
Stratos Wealth Partners
Ohio
$314K
SIAP
130
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$313K
CP
131
Capital Planning
Washington
$297K
SFB
132
STAR Financial Bank
Indiana
$296K
UB
133
UMB Bank
Missouri
$292K
BTWM
134
Brass Tax Wealth Management
Ohio
$284K
FWS
135
FinDec Wealth Services
California
$282K
FFBTD
136
First Financial Bank - Trust Division
Ohio
$273K
BCM
137
Becker Capital Management
Oregon
$272K
CF
138
Convergence Financial
Missouri
$268K
KAS
139
Kestra Advisory Services
Texas
$261K
SI
140
Shaker Investments
Ohio
$251K
AWAP
141
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$251K
EH
142
Equitable Holdings
New York
$250K
APC
143
Asset Planning Corporation
Tennessee
$243K
BWMG
144
Barnes Wealth Management Group
California
$241K
SCA
145
Snowden Capital Advisors
New York
$235K
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$233K
PA
147
Planning Alternatives
Michigan
$231K
JIC
148
Johnson Investment Counsel
Ohio
$228K
RSVP
149
Ramsay Stattman Vela & Price
Colorado
$228K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$226K