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Global X S&P 500 Catholic Values ETF

198 hedge funds and large institutions have $549M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
SIS
176
Sound Income Strategies
Florida
$111K
HI
177
Harbour Investments
Wisconsin
$96.5K
GEA
178
Glen Eagle Advisors
New Jersey
$82.5K
NEWAS
179
N.E.W. Advisory Services
Wisconsin
$69.2K
IAIM
180
International Assets Investment Management
Florida
$54.2K
ME
181
McIlrath & Eck
Washington
$52.9K
AIP
182
Ameritas Investment Partners
Nebraska
$51.9K
FWA
183
Flagship Wealth Advisors
Massachusetts
$50.6K
AW
184
Avion Wealth
Texas
$49K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$47.5K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$37K
US Bancorp
187
US Bancorp
Minnesota
$34.2K
EWP
188
Elevation Wealth Partners
California
$30.2K
IA
189
IFP Advisors
Florida
$26.9K
M
190
MOTCO
Texas
$25.9K
ACA
191
Aptus Capital Advisors
Alabama
$25.7K
AssetMark Inc
192
AssetMark Inc
California
$17.9K
JP Morgan Chase
193
JP Morgan Chase
New York
$16.4K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$10.3K
S
195
SignatureFD
Georgia
$9.04K
RFP
196
Root Financial Partners
California
$4.52K
Russell Investments Group
197
Russell Investments Group
United Kingdom
$3.21K
TCM
198
Tradewinds Capital Management
Washington
$1.32K
NP
199
NorthRock Partners
Minnesota
HF
200
HRT Financial
New York