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Global X S&P 500 Catholic Values ETF

204 hedge funds and large institutions have $556M 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, 91 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
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
IAA
126
Independent Advisor Alliance
North Carolina
$408K
NA
127
NewEdge Advisors
Louisiana
$405K
WA
128
Waverly Advisors
Alabama
$404K
TF
129
Tompkins Financial
New York
$394K
HT
130
Heritage Trust
Oklahoma
$391K
EI
131
eCIO Inc
Wisconsin
$387K
CP
132
Capital Planning
Washington
$386K
SWASL
133
Spartan Wealth Advisory Services LLC
Michigan
$381K
JGCM
134
Joseph Group Capital Management
Ohio
$381K
SIC
135
Sterling Investment Counsel
New York
$381K
PAG
136
Private Advisor Group
New Jersey
$364K
CF
137
Convergence Financial
Missouri
$359K
PI
138
PFG Investments
New York
$358K
CFSG
139
Community Financial Services Group
Vermont
$352K
WB
140
Webster Bank
Connecticut
$346K
FFBTD
141
First Financial Bank - Trust Division
Ohio
$326K
SWP
142
Stratos Wealth Partners
Ohio
$321K
BIM
143
Bridges Investment Management
Nebraska
$318K
Financial Engines Advisors
144
Financial Engines Advisors
California
$307K
SIAP
145
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K
JCM
146
Jacobi Capital Management
Pennsylvania
$289K
SFB
147
STAR Financial Bank
Indiana
$285K
1WM
148
1900 Wealth Management
Texas
$284K
AAS
149
Ameritas Advisory Services
Nebraska
$283K
MNA
150
Manning & Napier Advisors
New York
$282K