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Global X S&P 500 Catholic Values ETF

199 hedge funds and large institutions have $561M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
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
SIC
126
Sterling Investment Counsel
New York
$418K
TF
127
Tompkins Financial
New York
$414K
HT
128
Heritage Trust
Oklahoma
$411K
CP
129
Capital Planning
Washington
$408K
PAG
130
Private Advisor Group
New Jersey
$386K
PI
131
PFG Investments
New York
$381K
CFSG
132
Community Financial Services Group
Vermont
$371K
Jane Street
133
Jane Street
New York
$361K
SWP
134
Stratos Wealth Partners
Ohio
$349K
NA
135
NewEdge Advisors
Louisiana
$345K
KAS
136
Kestra Advisory Services
Texas
$326K
Financial Engines Advisors
137
Financial Engines Advisors
California
$323K
BIM
138
Bridges Investment Management
Nebraska
$320K
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K
CF
140
Convergence Financial
Missouri
$316K
SFB
141
STAR Financial Bank
Indiana
$300K
AAS
142
Ameritas Advisory Services
Nebraska
$299K
FFBTD
143
First Financial Bank - Trust Division
Ohio
$296K
NI
144
Natural Investments
California
$291K
UB
145
UMB Bank
Missouri
$288K
IAA
146
Independent Advisor Alliance
North Carolina
$284K
BCM
147
Becker Capital Management
Oregon
$277K
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$270K
SL
149
SWMG LLC
Texas
$268K
AI
150
Atria Investments
North Carolina
$265K