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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
151
Aspect Partners
Virginia
$93.9K +$93.9K +1,390 New
NA
152
NewEdge Advisors
Louisiana
$93.5K +$203 +3 +0.2%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$83.5K
GWM
154
Geneos Wealth Management
Colorado
$75.9K +$48.2K +714 +174%
HI
155
Harbour Investments
Wisconsin
$68.6K
GEA
156
Glen Eagle Advisors
New Jersey
$67.5K
PS
157
Principal Securities
Iowa
$60K
NEWAS
158
N.E.W. Advisory Services
Wisconsin
$58.9K +$58.9K +872 New
ME
159
McIlrath & Eck
Washington
$43.4K
AIP
160
Ameritas Investment Partners
Nebraska
$42.6K -$1.28K -19 -3%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$42.3K +$42.3K +626 New
FWA
162
Flagship Wealth Advisors
Massachusetts
$37.4K
PA
163
Pineridge Advisors
Missouri
$31.3K
US Bancorp
164
US Bancorp
Minnesota
$28.1K +$28.1K +416 New
EWP
165
Elevation Wealth Partners
California
$24.7K +$135 +2 +0.5%
WTFG
166
Wood Tarver Financial Group
Idaho
$23.8K
M
167
MOTCO
Texas
$21.3K
NC
168
North Capital
Utah
$19.8K +$19.8K +293 New
ACA
169
Aptus Capital Advisors
Alabama
$18.4K +$1.42K +21 +8%
WAM
170
WFA Asset Management
Wisconsin
$17.9K -$763 -12 -4%
AssetMark Inc
171
AssetMark Inc
California
$14.7K +$14.7K +218 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$9.32K +$9.32K +138 New
S
173
SignatureFD
Georgia
$7.43K
Russell Investments Group
174
Russell Investments Group
United Kingdom
$2.63K +$2.63K +39 New
TCM
175
Tradewinds Capital Management
Washington
$1.15K