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Global X S&P 500 Catholic Values ETF

158 hedge funds and large institutions have $425M invested in Global X S&P 500 Catholic Values ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
48
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$224K -$42.5K -649 -16%
CAM
127
Cozad Asset Management
Illinois
$215K -$21.3K -325 -9%
FAIM
128
Financial Advocates Investment Management
Washington
$213K +$4.84K +74 +2%
GSEP
129
Golden State Equity Partners
California
$206K +$206K +3,151 New
FFBTD
130
First Financial Bank - Trust Division
Ohio
$202K +$202K +3,084 New
SI
131
Shaker Investments
Ohio
$200K +$200K +3,060 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$186K
CAS
133
Coppell Advisory Solutions
Texas
$172K +$172K +2,626 New
CFGS
134
Concourse Financial Group Securities
Alabama
$165K
PAI
135
Pittenger & Anderson Inc
Nebraska
$165K
Jones Financial Companies
136
Jones Financial Companies
Missouri
$145K +$145K +2,223 New
Bank Julius Baer & Co
137
Bank Julius Baer & Co
Switzerland
$97.6K -$10.5K -144 -10%
HCA
138
Heck Capital Advisors
Wisconsin
$93.2K
TSWM
139
Tyler-Stone Wealth Management
Ohio
$90.3K
CA
140
Clearstead Advisors
Ohio
$77.2K +$77.2K +1,181 New
PS
141
Principal Securities
Iowa
$70.2K +$18.2K +278 +35%
LIA
142
Lynx Investment Advisory
District of Columbia
$69.2K +$69.2K +1,059 New
HI
143
Harbour Investments
Wisconsin
$66.4K
GEA
144
Glen Eagle Advisors
New Jersey
$65.4K +$3.27K +50 +5%
NA
145
NewEdge Advisors
Louisiana
$65.3K
AIP
146
Ameritas Investment Partners
Nebraska
$46K -$63.1K -965 -58%
ME
147
McIlrath & Eck
Washington
$42.1K
PA
148
Pineridge Advisors
Missouri
$39.2K
IA
149
IFP Advisors
Florida
$28.6K +$28.6K +437 New
EWP
150
Elevation Wealth Partners
California
$25.7K -$7.52K -115 -23%