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Global X S&P 500 Catholic Values ETF

186 hedge funds and large institutions have $470M invested in Global X S&P 500 Catholic Values ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
61
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
151
Planning Alternatives
Michigan
$217K +$217K +2,874 New
TLFA
152
True Link Financial Advisors
California
$215K -$18.1K -240 -8%
JIC
153
Johnson Investment Counsel
Ohio
$212K +$212K +2,805 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$210K
BS
155
Banco Santander
Spain
$206K +$206K +2,736 New
GM
156
GeoWealth Management
Illinois
$197K +$197K +2,611 New
PAI
157
Pittenger & Anderson Inc
Nebraska
$192K +$1.89K +25 +1%
CA
158
Clearstead Advisors
Ohio
$147K +$32K +424 +28%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$140K -$27.8K -369 -17%
NA
160
NewEdge Advisors
Louisiana
$106K +$1.43K +19 +1%
AP
161
Aspect Partners
Virginia
$105K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$92.7K -$604 -8 -0.6%
HI
163
Harbour Investments
Wisconsin
$76.7K +$151 +2 +0.2%
GEA
164
Glen Eagle Advisors
New Jersey
$75.5K
PS
165
Principal Securities
Iowa
$70.8K +$6.94K +92 +11%
ME
166
McIlrath & Eck
Washington
$48.5K
AIP
167
Ameritas Investment Partners
Nebraska
$47.6K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$47.2K
GWM
169
Geneos Wealth Management
Colorado
$45.4K -$39.4K -522 -46%
FWA
170
Flagship Wealth Advisors
Massachusetts
$41.8K
PA
171
Pineridge Advisors
Missouri
$34.9K
NEWAS
172
N.E.W. Advisory Services
Wisconsin
$32.9K -$32.9K -436 -50%
US Bancorp
173
US Bancorp
Minnesota
$31.4K
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$30.2K +$30.2K +400 New
EWP
175
Elevation Wealth Partners
California
$27.6K