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Global X S&P 500 Catholic Values ETF

199 hedge funds and large institutions have $561M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
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
WB
176
Webster Bank
Connecticut
$144K
SIS
177
Sound Income Strategies
Florida
$111K
HI
178
Harbour Investments
Wisconsin
$96.5K
GEA
179
Glen Eagle Advisors
New Jersey
$82.5K
NEWAS
180
N.E.W. Advisory Services
Wisconsin
$69.2K
IAIM
181
International Assets Investment Management
Florida
$54.2K
ME
182
McIlrath & Eck
Washington
$52.9K
AIP
183
Ameritas Investment Partners
Nebraska
$51.9K
FWA
184
Flagship Wealth Advisors
Massachusetts
$50.6K
AW
185
Avion Wealth
Texas
$49K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$47.5K
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$37K
US Bancorp
188
US Bancorp
Minnesota
$34.2K
EWP
189
Elevation Wealth Partners
California
$30.2K
IA
190
IFP Advisors
Florida
$26.9K
M
191
MOTCO
Texas
$25.9K
ACA
192
Aptus Capital Advisors
Alabama
$25.7K
AssetMark Inc
193
AssetMark Inc
California
$17.9K
JP Morgan Chase
194
JP Morgan Chase
New York
$16.4K
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$10.3K
S
196
SignatureFD
Georgia
$9.04K
RFP
197
Root Financial Partners
California
$4.52K
Russell Investments Group
198
Russell Investments Group
United Kingdom
$3.21K
TCM
199
Tradewinds Capital Management
Washington
$1.32K
NP
200
NorthRock Partners
Minnesota