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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

90% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 202204 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 51.32%50.86% (-0.46%)

1% less capital invested

Capital invested by funds: $564M → $556M (-$8.04M)

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
91
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
151
Natural Investments
California
$278K +$1.39K +17 +0.5%
UB
152
UMB Bank
Missouri
$274K
GAM
153
GEM Asset Management
Michigan
$271K +$284K +3,473 New
JBW
154
Journey Beyond Wealth
Georgia
$268K -$385K -4,709 -58%
BCM
155
Becker Capital Management
Oregon
$262K
AI
156
Atria Investments
North Carolina
$252K
SL
157
SWMG LLC
Texas
$252K
AWAP
158
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$251K +$9.81K +120 +4%
EH
159
Equitable Holdings
New York
$245K -$8.67K -106 -3%
WB
160
WesBanco Bank
West Virginia
$240K
FTC
161
Farmers Trust Company
Ohio
$236K +$1.23K +15 +0.5%
SAM
162
Secure Asset Management
Michigan
$232K -$2.94K -36 -1%
BWMG
163
Barnes Wealth Management Group
California
$232K +$981 +12 +0.4%
RSVP
164
Ramsay Stattman Vela & Price
Colorado
$227K +$8.18K +100 +4%
NW
165
Naviter Wealth
Arkansas
$226K +$654 +8 +0.3%
JIC
166
Johnson Investment Counsel
Ohio
$222K +$1.64K +20 +0.7%
SCA
167
Snowden Capital Advisors
New York
$219K
CBU
168
CIBC Bancorp USA
Illinois
$218K +$228K +2,786 New
TLFA
169
True Link Financial Advisors
California
$217K +$11.9K +146 +6%
PAI
170
Pittenger & Anderson Inc
Nebraska
$216K +$14.3K +175 +7%
BS
171
Banco Santander
Spain
$214K
PA
172
Planning Alternatives
Michigan
$201K -$12.3K -150 -6%
CT
173
Coastline Trust
Rhode Island
$193K +$202K +2,470 New
AP
174
Aspect Partners
Virginia
$157K +$20.4K +249 +14%
CA
175
Clearstead Advisors
Ohio
$156K +$3.92K +48 +2%