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Global X S&P 500 Catholic Values ETF

201 hedge funds and large institutions have $555M 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, 89 increasing their positions, 47 reducing their positions, and 10 closing their positions.

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