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Global X S&P 500 Catholic Values ETF

27 hedge funds and large institutions have $45.5M invested in Global X S&P 500 Catholic Values ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13M 357,955 -28,702 -7%
FEG
2
Fund Evaluation Group
Ohio
$8.74M 241,387
BA
3
BCM Advisors
Louisiana
$6.38M 176,233 +3,381 +2%
DY
4
Dowling & Yahnke
California
$3.72M 102,790 -3,090 -3%
Morgan Stanley
5
Morgan Stanley
New York
$3.59M 99,280 +1,801 +2%
Ameriprise
6
Ameriprise
Minnesota
$1.71M 47,268 +47,268 New
NB
7
Northwest Bancshares
Pennsylvania
$1.44M 39,750
LI
8
LVZ Inc
Michigan
$1.28M 36,624 +731 +2%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$1.07M 29,433 -1,442 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$950K 26,234 -8,487 -24%
JFGIW
11
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$681K 18,800 -400 -2%
LPL Financial
12
LPL Financial
California
$432K 11,923 +1,363 +13%
SEI Investments
13
SEI Investments
Pennsylvania
$428K 11,835 +6,048 +105%
CIA
14
Choate Investment Advisors
Massachusetts
$417K 11,530
CWM
15
Cornerstone Wealth Management
Missouri
$380K 11,947 -866 -7%
UBS Group
16
UBS Group
Switzerland
$368K 10,171 +279 +3%
Brown Advisory
17
Brown Advisory
Maryland
$206K 5,680 +5,680 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$202K 5,604 +5,604 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$157K 4,325 +494 +13%
TC
20
Trust Company
Kansas
$119K 3,297 +3,297 New
CTC
21
Central Trust Company
Missouri
$80K 2,200
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$79K 2,180
IA
23
IFP Advisors
Florida
$59K 1,622 +19 +1%
ME
24
McIlrath & Eck
Washington
$13K 363 +363 New
QAM
25
QCI Asset Management
New York
$9K 260