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Global X S&P 500 Catholic Values ETF

198 hedge funds and large institutions have $549M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
TF
126
Tompkins Financial
New York
$414K
HT
127
Heritage Trust
Oklahoma
$411K
CP
128
Capital Planning
Washington
$408K
PAG
129
Private Advisor Group
New Jersey
$386K
PI
130
PFG Investments
New York
$381K
CFSG
131
Community Financial Services Group
Vermont
$371K
Jane Street
132
Jane Street
New York
$361K
SWP
133
Stratos Wealth Partners
Ohio
$349K
NA
134
NewEdge Advisors
Louisiana
$345K
KAS
135
Kestra Advisory Services
Texas
$326K
Financial Engines Advisors
136
Financial Engines Advisors
California
$323K
BIM
137
Bridges Investment Management
Nebraska
$320K
SIAP
138
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K
CF
139
Convergence Financial
Missouri
$316K
SFB
140
STAR Financial Bank
Indiana
$300K
AAS
141
Ameritas Advisory Services
Nebraska
$299K
FFBTD
142
First Financial Bank - Trust Division
Ohio
$296K
NI
143
Natural Investments
California
$291K
UB
144
UMB Bank
Missouri
$288K
IAA
145
Independent Advisor Alliance
North Carolina
$284K
BCM
146
Becker Capital Management
Oregon
$277K
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$270K
SL
148
SWMG LLC
Texas
$268K
AI
149
Atria Investments
North Carolina
$265K
SI
150
Shaker Investments
Ohio
$255K