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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
MGIA
126
Moneta Group Investment Advisors
Missouri
$444K
TFA
127
TrustWell Financial Advisors
Florida
$426K
WA
128
Waverly Advisors
Alabama
$425K
SIC
129
Sterling Investment Counsel
New York
$418K
TF
130
Tompkins Financial
New York
$414K
HT
131
Heritage Trust
Oklahoma
$411K
CP
132
Capital Planning
Washington
$408K
PAG
133
Private Advisor Group
New Jersey
$386K
PI
134
PFG Investments
New York
$381K
CFSG
135
Community Financial Services Group
Vermont
$371K
Jane Street
136
Jane Street
New York
$361K
SWP
137
Stratos Wealth Partners
Ohio
$349K
NA
138
NewEdge Advisors
Louisiana
$345K
KAS
139
Kestra Advisory Services
Texas
$326K
Financial Engines Advisors
140
Financial Engines Advisors
California
$323K
BIM
141
Bridges Investment Management
Nebraska
$320K
SIAP
142
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K
CF
143
Convergence Financial
Missouri
$316K
SFB
144
STAR Financial Bank
Indiana
$300K
AAS
145
Ameritas Advisory Services
Nebraska
$299K
FFBTD
146
First Financial Bank - Trust Division
Ohio
$296K
NI
147
Natural Investments
California
$291K
UB
148
UMB Bank
Missouri
$288K
IAA
149
Independent Advisor Alliance
North Carolina
$284K
BCM
150
Becker Capital Management
Oregon
$277K