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Global X S&P 500 Catholic Values ETF

204 hedge funds and large institutions have $556M invested in Global X S&P 500 Catholic Values ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
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
NI
151
Natural Investments
California
$278K
UB
152
UMB Bank
Missouri
$274K
GAM
153
GEM Asset Management
Michigan
$271K
JBW
154
Journey Beyond Wealth
Georgia
$268K
BCM
155
Becker Capital Management
Oregon
$262K
AI
156
Atria Investments
North Carolina
$252K
SL
157
SWMG LLC
Texas
$252K
AWAP
158
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$251K
EH
159
Equitable Holdings
New York
$245K
WB
160
WesBanco Bank
West Virginia
$240K
FTC
161
Farmers Trust Company
Ohio
$236K
SAM
162
Secure Asset Management
Michigan
$232K
BWMG
163
Barnes Wealth Management Group
California
$232K
RSVP
164
Ramsay Stattman Vela & Price
Colorado
$227K
NW
165
Naviter Wealth
Arkansas
$226K
JIC
166
Johnson Investment Counsel
Ohio
$222K
SCA
167
Snowden Capital Advisors
New York
$219K
CBU
168
CIBC Bancorp USA
Illinois
$218K
TLFA
169
True Link Financial Advisors
California
$217K
PAI
170
Pittenger & Anderson Inc
Nebraska
$216K
BS
171
Banco Santander
Spain
$214K
PA
172
Planning Alternatives
Michigan
$201K
CT
173
Coastline Trust
Rhode Island
$193K
AP
174
Aspect Partners
Virginia
$157K
CA
175
Clearstead Advisors
Ohio
$156K