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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
Holders
202
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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$270K
SL
152
SWMG LLC
Texas
$268K
AI
153
Atria Investments
North Carolina
$265K
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
SAM
158
Secure Asset Management
Michigan
$247K
FTC
159
Farmers Trust Company
Ohio
$247K
BWMG
160
Barnes Wealth Management Group
California
$243K
NW
161
Naviter Wealth
Arkansas
$238K
JIC
162
Johnson Investment Counsel
Ohio
$232K
SCA
163
Snowden Capital Advisors
New York
$231K
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
TLFA
168
True Link Financial Advisors
California
$217K
PAI
169
Pittenger & Anderson Inc
Nebraska
$213K
FA
170
Fiduciary Alliance
South Carolina
$211K
AWA
171
Acorn Wealth Advisors
Michigan
$208K
CWM
172
Calamos Wealth Management
Illinois
$205K
CAS
173
Coppell Advisory Solutions
Texas
$201K
EWA
174
EverSource Wealth Advisors
Alabama
$164K
FC
175
Financial Consulate
Maryland
$163K