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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$270K +$29.7K +362 +13%
SL
152
SWMG LLC
Texas
$268K +$264K +3,225 New
AI
153
Atria Investments
North Carolina
$265K +$264K +3,225 New
SI
154
Shaker Investments
Ohio
$255K
AWAP
155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$255K
EH
156
Equitable Holdings
New York
$254K
WB
157
WesBanco Bank
West Virginia
$253K -$84.9K -1,036 -25%
SAM
158
Secure Asset Management
Michigan
$247K +$246K +3,007 New
FTC
159
Farmers Trust Company
Ohio
$247K +$246K +3,002 New
BWMG
160
Barnes Wealth Management Group
California
$243K -$2.05K -25 -0.8%
NW
161
Naviter Wealth
Arkansas
$238K +$236K +2,880 New
JIC
162
Johnson Investment Counsel
Ohio
$232K +$655 +8 +0.3%
SCA
163
Snowden Capital Advisors
New York
$231K -$8.19K -100 -3%
RSVP
164
Ramsay Stattman Vela & Price
Colorado
$231K
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$229K
BS
166
Banco Santander
Spain
$225K
PA
167
Planning Alternatives
Michigan
$223K -$11.1K -136 -5%
TLFA
168
True Link Financial Advisors
California
$217K -$4.1K -50 -2%
PAI
169
Pittenger & Anderson Inc
Nebraska
$213K +$3.69K +45 +2%
FA
170
Fiduciary Alliance
South Carolina
$211K +$210K +2,560 New
AWA
171
Acorn Wealth Advisors
Michigan
$208K +$207K +2,526 New
CWM
172
Calamos Wealth Management
Illinois
$205K
CAS
173
Coppell Advisory Solutions
Texas
$201K +$199K +2,430 New
EWA
174
EverSource Wealth Advisors
Alabama
$164K
FC
175
Financial Consulate
Maryland
$163K