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Global X S&P 500 Catholic Values ETF

191 hedge funds and large institutions have $537M 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, 53 increasing their positions, 62 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:

0.19% less ownership

Funds ownership: 49.18%48.99% (-0.19%)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
191
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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$226K
BS
152
Banco Santander
Spain
$222K
TLFA
153
True Link Financial Advisors
California
$218K
PAI
154
Pittenger & Anderson Inc
Nebraska
$207K
CWM
155
Calamos Wealth Management
Illinois
$202K
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$198K
EWA
157
EverSource Wealth Advisors
Alabama
$161K
FC
158
Financial Consulate
Maryland
$160K
CA
159
Clearstead Advisors
Ohio
$158K
ASN
160
Advisory Services Network
Georgia
$154K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$129K
AP
162
Aspect Partners
Virginia
$113K
HI
163
Harbour Investments
Wisconsin
$93.1K
GEA
164
Glen Eagle Advisors
New Jersey
$81.4K
PS
165
Principal Securities
Iowa
$76.4K
AAS
166
Ameritas Advisory Services
Nebraska
$55.6K
ME
167
McIlrath & Eck
Washington
$52.1K
AIP
168
Ameritas Investment Partners
Nebraska
$51.2K
GWM
169
Geneos Wealth Management
Colorado
$50.7K
AW
170
Avion Wealth
Texas
$48K
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$46.9K
FWA
172
Flagship Wealth Advisors
Massachusetts
$44.9K
PA
173
Pineridge Advisors
Missouri
$37.5K
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$36.5K
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$35.3K