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Global X S&P 500 Catholic Values ETF

146 hedge funds and large institutions have $388M invested in Global X S&P 500 Catholic Values ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
47
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$106K +$509 +8 +0.5%
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$94.5K -$382 -6 -0.4%
HCA
128
Heck Capital Advisors
Wisconsin
$90.7K
TSWM
129
Tyler-Stone Wealth Management
Ohio
$87.9K +$636 +10 +0.7%
HI
130
Harbour Investments
Wisconsin
$64.6K -$7.96K -125 -11%
NA
131
NewEdge Advisors
Louisiana
$63.5K -$3.12K -49 -5%
GEA
132
Glen Eagle Advisors
New Jersey
$60.5K
PS
133
Principal Securities
Iowa
$50.6K
ME
134
McIlrath & Eck
Washington
$40.9K
PA
135
Pineridge Advisors
Missouri
$38.2K -$4.07K -64 -10%
EWP
136
Elevation Wealth Partners
California
$32.3K +$254 +4 +0.8%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$26.5K +$26.5K +416 New
M
138
MOTCO
Texas
$23.5K
PA
139
PSI Advisors
Florida
$22.8K +$127 +2 +0.6%
GWM
140
Geneos Wealth Management
Colorado
$20.4K +$2.16K +34 +12%
WAM
141
WFA Asset Management
Wisconsin
$17.9K +$509 +8 +3%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$17.6K
S
143
SignatureFD
Georgia
$7K
Citigroup
144
Citigroup
New York
$6.68K +$6.68K +105 New
NC
145
NewSquare Capital
Pennsylvania
$4.07K
TCM
146
Tradewinds Capital Management
Washington
$1.07K
Vanguard Group
147
Vanguard Group
Pennsylvania
-$27.3M -470,545 Closed
KOC
148
Koss-Olinger Consulting
Florida
-$2.62M -45,093 Closed
NRI
149
NFP Retirement Inc
California
-$1.65M -28,440 Closed
GCIM
150
Gunn & Company Investment Management
Florida
-$806K -13,900 Closed