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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
FAIM
126
Financial Advocates Investment Management
Washington
$262K
SWP
127
Stratos Wealth Partners
Ohio
$261K
FFN
128
Focus Financial Network
Minnesota
$261K
SIAP
129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K
BCM
130
Becker Capital Management
Oregon
$259K
CP
131
Capital Planning
Washington
$249K
SFB
132
STAR Financial Bank
Indiana
$246K
BTWM
133
Brass Tax Wealth Management
Ohio
$236K
CRC
134
Curi RMB Capital
Illinois
$236K
FWS
135
FinDec Wealth Services
California
$235K
TSWM
136
Tyler-Stone Wealth Management
Ohio
$229K
FFBTD
137
First Financial Bank - Trust Division
Ohio
$227K
AAS
138
Ameritas Advisory Services
Nebraska
$220K
TLFA
139
True Link Financial Advisors
California
$209K
SI
140
Shaker Investments
Ohio
$209K
EH
141
Equitable Holdings
New York
$208K
SFC
142
Swisher Financial Concepts
Ohio
$207K
BPA
143
Beacon Pointe Advisors
California
$205K
EWA
144
EverSource Wealth Advisors
Alabama
$203K
APC
145
Asset Planning Corporation
Tennessee
$203K
PAI
146
Pittenger & Anderson Inc
Nebraska
$171K
Bank Julius Baer & Co
147
Bank Julius Baer & Co
Switzerland
$170K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$167K
CA
149
Clearstead Advisors
Ohio
$103K
HCA
150
Heck Capital Advisors
Wisconsin
$96.2K