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Global X S&P 500 Catholic Values ETF

189 hedge funds and large institutions have $531M invested in Global X S&P 500 Catholic Values ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.76% less ownership

Funds ownership: 49.18%48.42% (-0.76%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

Holders
189
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
BS
151
Banco Santander
Spain
$222K
TLFA
152
True Link Financial Advisors
California
$218K
PAI
153
Pittenger & Anderson Inc
Nebraska
$207K
CWM
154
Calamos Wealth Management
Illinois
$202K
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$198K
EWA
156
EverSource Wealth Advisors
Alabama
$161K
FC
157
Financial Consulate
Maryland
$160K
CA
158
Clearstead Advisors
Ohio
$158K
ASN
159
Advisory Services Network
Georgia
$154K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$129K
AP
161
Aspect Partners
Virginia
$113K
HI
162
Harbour Investments
Wisconsin
$93.1K
GEA
163
Glen Eagle Advisors
New Jersey
$81.4K
PS
164
Principal Securities
Iowa
$76.4K
AAS
165
Ameritas Advisory Services
Nebraska
$55.6K
ME
166
McIlrath & Eck
Washington
$52.1K
AIP
167
Ameritas Investment Partners
Nebraska
$51.2K
GWM
168
Geneos Wealth Management
Colorado
$50.7K
AW
169
Avion Wealth
Texas
$48K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$46.9K
FWA
171
Flagship Wealth Advisors
Massachusetts
$44.9K
PA
172
Pineridge Advisors
Missouri
$37.5K
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$36.5K
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$35.3K
US Bancorp
175
US Bancorp
Minnesota
$33.7K