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Global X S&P 500 Catholic Values ETF

201 hedge funds and large institutions have $555M 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, 89 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
ASN
176
Advisory Services Network
Georgia
$149K
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
$147K
SIS
178
Sound Income Strategies
Florida
$105K
HI
179
Harbour Investments
Wisconsin
$102K
GEA
180
Glen Eagle Advisors
New Jersey
$78.8K
IAIM
181
International Assets Investment Management
Florida
$51.9K
ME
182
McIlrath & Eck
Washington
$50.3K
AIP
183
Ameritas Investment Partners
Nebraska
$48.6K
AW
184
Avion Wealth
Texas
$46K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$45.2K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$43K
NEWAS
187
N.E.W. Advisory Services
Wisconsin
$32.9K
JP Morgan Chase
188
JP Morgan Chase
New York
$32.7K
AssetMark Inc
189
AssetMark Inc
California
$32.7K
US Bancorp
190
US Bancorp
Minnesota
$32.5K
EWP
191
Elevation Wealth Partners
California
$28.9K
IA
192
IFP Advisors
Florida
$25.6K
M
193
MOTCO
Texas
$24.6K
ACA
194
Aptus Capital Advisors
Alabama
$24.5K
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$9.77K
QCG
196
Quadrant Capital Group
Ohio
$9.46K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$7.77K
Russell Investments Group
198
Russell Investments Group
United Kingdom
$2.66K
RFP
199
Root Financial Partners
California
$1.72K
TCM
200
Tradewinds Capital Management
Washington
$1.26K