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Global X S&P 500 Catholic Values ETF

199 hedge funds and large institutions have $561M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
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
SI
151
Shaker Investments
Ohio
$255K
AWAP
152
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$255K
EH
153
Equitable Holdings
New York
$254K
WB
154
WesBanco Bank
West Virginia
$253K
SAM
155
Secure Asset Management
Michigan
$247K
FTC
156
Farmers Trust Company
Ohio
$247K
BWMG
157
Barnes Wealth Management Group
California
$243K
NW
158
Naviter Wealth
Arkansas
$238K
JIC
159
Johnson Investment Counsel
Ohio
$232K
SCA
160
Snowden Capital Advisors
New York
$231K
RSVP
161
Ramsay Stattman Vela & Price
Colorado
$231K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$229K
BS
163
Banco Santander
Spain
$225K
PA
164
Planning Alternatives
Michigan
$223K
TLFA
165
True Link Financial Advisors
California
$217K
PAI
166
Pittenger & Anderson Inc
Nebraska
$213K
FA
167
Fiduciary Alliance
South Carolina
$211K
AWA
168
Acorn Wealth Advisors
Michigan
$208K
CWM
169
Calamos Wealth Management
Illinois
$205K
CAS
170
Coppell Advisory Solutions
Texas
$201K
EWA
171
EverSource Wealth Advisors
Alabama
$164K
FC
172
Financial Consulate
Maryland
$163K
CA
173
Clearstead Advisors
Ohio
$161K
Bank Julius Baer & Co
174
Bank Julius Baer & Co
Switzerland
$160K
AP
175
Aspect Partners
Virginia
$145K