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Global X S&P 500 Catholic Values ETF

201 hedge funds and large institutions have $555M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
WA
126
Waverly Advisors
Alabama
$404K
TF
127
Tompkins Financial
New York
$394K
HT
128
Heritage Trust
Oklahoma
$391K
EI
129
eCIO Inc
Wisconsin
$387K
CP
130
Capital Planning
Washington
$386K
SWASL
131
Spartan Wealth Advisory Services LLC
Michigan
$381K
JGCM
132
Joseph Group Capital Management
Ohio
$381K
SIC
133
Sterling Investment Counsel
New York
$381K
PAG
134
Private Advisor Group
New Jersey
$364K
CF
135
Convergence Financial
Missouri
$359K
PI
136
PFG Investments
New York
$358K
CFSG
137
Community Financial Services Group
Vermont
$352K
WB
138
Webster Bank
Connecticut
$346K
FFBTD
139
First Financial Bank - Trust Division
Ohio
$326K
SWP
140
Stratos Wealth Partners
Ohio
$321K
BIM
141
Bridges Investment Management
Nebraska
$318K
Financial Engines Advisors
142
Financial Engines Advisors
California
$307K
SIAP
143
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K
JCM
144
Jacobi Capital Management
Pennsylvania
$289K
SFB
145
STAR Financial Bank
Indiana
$285K
1WM
146
1900 Wealth Management
Texas
$284K
AAS
147
Ameritas Advisory Services
Nebraska
$283K
MNA
148
Manning & Napier Advisors
New York
$282K
NI
149
Natural Investments
California
$278K
UB
150
UMB Bank
Missouri
$274K