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Global X S&P 500 Catholic Values ETF

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
176
Citigroup
New York
$743 +$743 +11 New
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$68 -$1.09K -16 -94%
FGAM
178
Financial Gravity Asset Management
Texas
$68 +$68 +1 New
ACGA
179
Atlanta Consulting Group Advisors
Georgia
-$2.71M -38,217 Closed
NA
180
Nottingham Advisors
New York
-$914K -12,903 Closed
ELC
181
Edgar Lomax Company
Virginia
-$238K -3,363 Closed
KAS
182
Kestra Advisory Services
Texas
-$233K -3,290 Closed
GSEP
183
Golden State Equity Partners
California
-$214K -3,025 Closed
AWAP
184
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$209K -2,946 Closed
SCA
185
Snowden Capital Advisors
New York
-$207K -2,900 Closed
BWMG
186
Barnes Wealth Management Group
California
-$205K -2,893 Closed
SI
187
Seeds Investor
New York
-$205K -2,893 Closed
CAS
188
Coppell Advisory Solutions
Texas
-$183K -2,571 Closed
CFGS
189
Concourse Financial Group Securities
Alabama
-$183K -2,493 Closed
GM
190
GeoWealth Management
Illinois
-$175K -2,475 Closed
SAM
191
Synergy Asset Management
Washington
-$98.7K -1,423 Closed
PA
192
PSI Advisors
Florida
-$25.5K -360 Closed
SMAM
193
Sugar Maple Asset Management
Wisconsin
-$20.7K -292 Closed
LFG
194
Larson Financial Group
Missouri
-$992 -14 Closed