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Global X S&P 500 Catholic Values ETF

23 hedge funds and large institutions have $40M invested in Global X S&P 500 Catholic Values ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.6M 383,865 +6,328 +2%
FEG
2
Fund Evaluation Group
Ohio
$7.9M 241,387
BA
3
BCM Advisors
Louisiana
$5.62M 171,894 -13,471 -7%
Morgan Stanley
4
Morgan Stanley
New York
$3.19M 97,531 +2,365 +2%
CCT
5
Country Club Trust
Missouri
$2.81M 85,858 +85,858 New
DY
6
Dowling & Yahnke
California
$1.33M 40,735 -63,215 -61%
NB
7
Northwest Bancshares
Pennsylvania
$1.3M 39,750
Jane Street
8
Jane Street
New York
$1.14M 34,793 +34,793 New
LI
9
LVZ Inc
Michigan
$1.09M 33,332 +2,136 +7%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$936K 28,630 +10,600 +59%
CIA
11
Choate Investment Advisors
Massachusetts
$377K 11,530 +11,530 New
Citadel Advisors
12
Citadel Advisors
Florida
$370K 11,431 -12,406 -52%
LPL Financial
13
LPL Financial
California
$320K 9,777 +9,777 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$263K 8,069 +706 +10%
UBS Group
15
UBS Group
Switzerland
$255K 7,804 +1,515 +24%
SEI Investments
16
SEI Investments
Pennsylvania
$177K 5,410 +3,795 +235%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$125K 3,840 +2,970 +341%
CTC
18
Central Trust Company
Missouri
$72K 2,200
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$71K 2,180 +680 +45%
IA
20
IFP Advisors
Florida
$46K 1,399
KCPG
21
Kavar Capital Partners Group
Kansas
$23K 700 +700 New
FANJ
22
Financial Architects (New Jersey)
New Jersey
$12K 360
ASN
23
Advisory Services Network
Georgia
$5K 150 +150 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-34,669 Closed
ADL
25
Asset Dedication LLC
California
-8,500 Closed