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Global X S&P 500 Catholic Values ETF

198 hedge funds and large institutions have $549M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
AWAP
151
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$255K
EH
152
Equitable Holdings
New York
$254K
WB
153
WesBanco Bank
West Virginia
$253K
SAM
154
Secure Asset Management
Michigan
$247K
FTC
155
Farmers Trust Company
Ohio
$247K
BWMG
156
Barnes Wealth Management Group
California
$243K
NW
157
Naviter Wealth
Arkansas
$238K
JIC
158
Johnson Investment Counsel
Ohio
$232K
SCA
159
Snowden Capital Advisors
New York
$231K
RSVP
160
Ramsay Stattman Vela & Price
Colorado
$231K
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$229K
BS
162
Banco Santander
Spain
$225K
PA
163
Planning Alternatives
Michigan
$223K
TLFA
164
True Link Financial Advisors
California
$217K
PAI
165
Pittenger & Anderson Inc
Nebraska
$213K
FA
166
Fiduciary Alliance
South Carolina
$211K
AWA
167
Acorn Wealth Advisors
Michigan
$208K
CWM
168
Calamos Wealth Management
Illinois
$205K
CAS
169
Coppell Advisory Solutions
Texas
$201K
EWA
170
EverSource Wealth Advisors
Alabama
$164K
FC
171
Financial Consulate
Maryland
$163K
CA
172
Clearstead Advisors
Ohio
$161K
Bank Julius Baer & Co
173
Bank Julius Baer & Co
Switzerland
$160K
AP
174
Aspect Partners
Virginia
$145K
WB
175
Webster Bank
Connecticut
$144K