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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$161K
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
$160K -$40.5K -494 -20%
AP
178
Aspect Partners
Virginia
$145K +$30.8K +376 +27%
WB
179
Webster Bank
Connecticut
$144K +$143K +1,750 New
SIS
180
Sound Income Strategies
Florida
$111K +$109K +1,335 New
HI
181
Harbour Investments
Wisconsin
$96.5K +$2.13K +26 +2%
GEA
182
Glen Eagle Advisors
New Jersey
$82.5K
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$69.2K +$33.3K +406 +93%
IAIM
184
International Assets Investment Management
Florida
$54.2K +$54K +659 New
ME
185
McIlrath & Eck
Washington
$52.9K
AIP
186
Ameritas Investment Partners
Nebraska
$51.9K
FWA
187
Flagship Wealth Advisors
Massachusetts
$50.6K +$5K +61 +11%
AW
188
Avion Wealth
Texas
$49K
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$47.5K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$37K
US Bancorp
191
US Bancorp
Minnesota
$34.2K
EWP
192
Elevation Wealth Partners
California
$30.2K
IA
193
IFP Advisors
Florida
$26.9K
M
194
MOTCO
Texas
$25.9K
ACA
195
Aptus Capital Advisors
Alabama
$25.7K
AssetMark Inc
196
AssetMark Inc
California
$17.9K
JP Morgan Chase
197
JP Morgan Chase
New York
$16.4K +$16.3K +199 New
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$10.3K +$4.75K +58 +87%
S
199
SignatureFD
Georgia
$9.04K
RFP
200
Root Financial Partners
California
$4.52K