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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

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
126
Moneta Group Investment Advisors
Missouri
$444K +$11.6K +142 +3%
TFA
127
TrustWell Financial Advisors
Florida
$426K +$424K +5,182 New
WA
128
Waverly Advisors
Alabama
$425K +$423K +5,170 New
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 +$105K +1,276 +35%
PAG
133
Private Advisor Group
New Jersey
$386K -$1.31K -16 -0.3%
PI
134
PFG Investments
New York
$381K
CFSG
135
Community Financial Services Group
Vermont
$371K +$26.2K +320 +8%
Jane Street
136
Jane Street
New York
$361K +$360K +4,396 New
SWP
137
Stratos Wealth Partners
Ohio
$349K +$30K +366 +9%
NA
138
NewEdge Advisors
Louisiana
$345K -$1.06K -13 -0.3%
KAS
139
Kestra Advisory Services
Texas
$326K +$60.5K +739 +23%
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 +$43.7K +534 +16%
SFB
144
STAR Financial Bank
Indiana
$300K
AAS
145
Ameritas Advisory Services
Nebraska
$299K +$242K +2,955 +431%
FFBTD
146
First Financial Bank - Trust Division
Ohio
$296K +$19.1K +233 +7%
NI
147
Natural Investments
California
$291K +$290K +3,543 New
UB
148
UMB Bank
Missouri
$288K -$8.11K -99 -3%
IAA
149
Independent Advisor Alliance
North Carolina
$284K +$283K +3,458 New
BCM
150
Becker Capital Management
Oregon
$277K