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Global X S&P 500 Catholic Values ETF

191 hedge funds and large institutions have $537M 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, 53 increasing their positions, 62 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:

0.19% less ownership

Funds ownership: 49.18%48.99% (-0.19%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
191
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
WB
126
WesBanco Bank
West Virginia
$333K
TRCT
127
Tower Research Capital (TRC)
New York
$329K
Financial Engines Advisors
128
Financial Engines Advisors
California
$318K
BIM
129
Bridges Investment Management
Nebraska
$316K
SWP
130
Stratos Wealth Partners
Ohio
$314K
SIAP
131
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$313K
CP
132
Capital Planning
Washington
$297K
SFB
133
STAR Financial Bank
Indiana
$296K
UB
134
UMB Bank
Missouri
$292K
BTWM
135
Brass Tax Wealth Management
Ohio
$284K
FWS
136
FinDec Wealth Services
California
$282K
FFBTD
137
First Financial Bank - Trust Division
Ohio
$273K
BCM
138
Becker Capital Management
Oregon
$272K
CF
139
Convergence Financial
Missouri
$268K
KAS
140
Kestra Advisory Services
Texas
$261K
SI
141
Shaker Investments
Ohio
$251K
AWAP
142
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$251K
EH
143
Equitable Holdings
New York
$250K
APC
144
Asset Planning Corporation
Tennessee
$243K
BWMG
145
Barnes Wealth Management Group
California
$241K
SCA
146
Snowden Capital Advisors
New York
$235K
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$233K
PA
148
Planning Alternatives
Michigan
$231K
JIC
149
Johnson Investment Counsel
Ohio
$228K
RSVP
150
Ramsay Stattman Vela & Price
Colorado
$228K