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Global X S&P 500 Catholic Values ETF

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
MOACM
126
Mutual of America Capital Management
New York
$313K
WB
127
WesBanco Bank
West Virginia
$310K
FAIM
128
Financial Advocates Investment Management
Washington
$306K
NI
129
Natural Investments
California
$297K
EWA
130
EverSource Wealth Advisors
Alabama
$294K
SWP
131
Stratos Wealth Partners
Ohio
$292K
SAI
132
Savvy Advisors Inc
New York
$291K
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K
CP
134
Capital Planning
Washington
$277K
SFB
135
STAR Financial Bank
Indiana
$275K
BTWM
136
Brass Tax Wealth Management
Ohio
$264K
FWS
137
FinDec Wealth Services
California
$262K
AAS
138
Ameritas Advisory Services
Nebraska
$259K
TSWM
139
Tyler-Stone Wealth Management
Ohio
$258K
BCM
140
Becker Capital Management
Oregon
$254K
FFBTD
141
First Financial Bank - Trust Division
Ohio
$254K
KAS
142
Kestra Advisory Services
Texas
$245K
AWAP
143
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K
SI
144
Shaker Investments
Ohio
$233K
EH
145
Equitable Holdings
New York
$232K
BPA
146
Beacon Pointe Advisors
California
$229K
APC
147
Asset Planning Corporation
Tennessee
$226K
SCA
148
Snowden Capital Advisors
New York
$220K
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$219K
BWMG
150
Barnes Wealth Management Group
California
$218K