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Global X S&P 500 Catholic Values ETF

180 hedge funds and large institutions have $867M invested in Global X S&P 500 Catholic Values ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
55
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
151
Coppell Advisory Solutions
Texas
$183K -$71 -1 -0%
PAI
152
Pittenger & Anderson Inc
Nebraska
$179K
GM
153
GeoWealth Management
Illinois
$175K
CA
154
Clearstead Advisors
Ohio
$108K +$7.79K +110 +8%
HCA
155
Heck Capital Advisors
Wisconsin
$101K
SAM
156
Synergy Asset Management
Washington
$98.7K +$98.7K +1,423 New
NA
157
NewEdge Advisors
Louisiana
$97.9K +$29.4K +415 +43%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$87.6K +$68K +960 +348%
GRP
159
Global Retirement Partners
California
$76.8K
HI
160
Harbour Investments
Wisconsin
$71.9K
GEA
161
Glen Eagle Advisors
New Jersey
$70.8K
PS
162
Principal Securities
Iowa
$60K +$354 +5 +0.6%
AIP
163
Ameritas Investment Partners
Nebraska
$46K -$3.9K -55 -8%
ME
164
McIlrath & Eck
Washington
$45.6K
FWA
165
Flagship Wealth Advisors
Massachusetts
$39.2K +$39.2K +554 New
PA
166
Pineridge Advisors
Missouri
$32.8K -$9.71K -137 -23%
GWM
167
Geneos Wealth Management
Colorado
$29K +$992 +14 +4%
EWP
168
Elevation Wealth Partners
California
$25.8K -$2.13K -30 -8%
PA
169
PSI Advisors
Florida
$25.5K
WTFG
170
Wood Tarver Financial Group
Idaho
$24K +$24K +352 New
M
171
MOTCO
Texas
$22.3K
WAM
172
WFA Asset Management
Wisconsin
$20.8K
SMAM
173
Sugar Maple Asset Management
Wisconsin
$20.7K +$20.7K +292 New
ACA
174
Aptus Capital Advisors
Alabama
$18K +$18K +252 New
EWA
175
EverSource Wealth Advisors
Alabama
$15.6K +$15.6K +220 New