We are live on ! Find out more
CATH icon

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

90% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 202204 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 51.32%50.86% (-0.46%)

1% less capital invested

Capital invested by funds: $564M → $556M (-$8.04M)

Holders
204
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
91
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$155K
FC
177
Financial Consulate
Maryland
$155K
ASN
178
Advisory Services Network
Georgia
$149K +$155K +1,902 New
Bank Julius Baer & Co
179
Bank Julius Baer & Co
Switzerland
$147K -$5.72K -70 -4%
SIS
180
Sound Income Strategies
Florida
$105K
HI
181
Harbour Investments
Wisconsin
$102K +$10.4K +127 +11%
GEA
182
Glen Eagle Advisors
New Jersey
$78.8K +$409 +5 +0.5%
IAIM
183
International Assets Investment Management
Florida
$51.9K
ME
184
McIlrath & Eck
Washington
$50.3K
AIP
185
Ameritas Investment Partners
Nebraska
$48.6K -$736 -9 -1%
AW
186
Avion Wealth
Texas
$46K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$45.2K
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$43K +$8.18K +100 +22%
FWA
189
Flagship Wealth Advisors
Massachusetts
$41.8K -$4.99K -61 -10%
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$32.9K -$34.4K -421 -50%
JP Morgan Chase
191
JP Morgan Chase
New York
$32.7K +$19K +232 +117%
AssetMark Inc
192
AssetMark Inc
California
$32.7K +$16.4K +200 +92%
US Bancorp
193
US Bancorp
Minnesota
$32.5K
EWP
194
Elevation Wealth Partners
California
$28.9K +$82 +1 +0.3%
IA
195
IFP Advisors
Florida
$25.6K
M
196
MOTCO
Texas
$24.6K
ACA
197
Aptus Capital Advisors
Alabama
$24.5K
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$9.77K
QCG
199
Quadrant Capital Group
Ohio
$9.46K +$9.89K +121 New
BCWM
200
Bartlett & Co Wealth Management
Ohio
$7.77K +$7.36K +90 New