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Global X S&P 500 Catholic Values ETF

202 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, 90 increasing their positions, 47 reducing their positions, and 10 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
FC
176
Financial Consulate
Maryland
$155K
ASN
177
Advisory Services Network
Georgia
$149K
Bank Julius Baer & Co
178
Bank Julius Baer & Co
Switzerland
$147K
SIS
179
Sound Income Strategies
Florida
$105K
HI
180
Harbour Investments
Wisconsin
$102K
GEA
181
Glen Eagle Advisors
New Jersey
$78.8K
IAIM
182
International Assets Investment Management
Florida
$51.9K
ME
183
McIlrath & Eck
Washington
$50.3K
AIP
184
Ameritas Investment Partners
Nebraska
$48.6K
AW
185
Avion Wealth
Texas
$46K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$45.2K
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$43K
NEWAS
188
N.E.W. Advisory Services
Wisconsin
$32.9K
JP Morgan Chase
189
JP Morgan Chase
New York
$32.7K
AssetMark Inc
190
AssetMark Inc
California
$32.7K
US Bancorp
191
US Bancorp
Minnesota
$32.5K
EWP
192
Elevation Wealth Partners
California
$28.9K
IA
193
IFP Advisors
Florida
$25.6K
M
194
MOTCO
Texas
$24.6K
ACA
195
Aptus Capital Advisors
Alabama
$24.5K
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$9.77K
QCG
197
Quadrant Capital Group
Ohio
$9.46K
BCWM
198
Bartlett & Co Wealth Management
Ohio
$7.77K
Russell Investments Group
199
Russell Investments Group
United Kingdom
$2.66K
RFP
200
Root Financial Partners
California
$1.72K