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Global X S&P 500 Catholic Values ETF

26 hedge funds and large institutions have $41.7M invested in Global X S&P 500 Catholic Values ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
9
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
$10.6M 349,095 -8,860 -2%
FEG
2
Fund Evaluation Group
Ohio
$7.34M 241,387
BA
3
BCM Advisors
Louisiana
$5.19M 170,618 -5,615 -3%
Morgan Stanley
4
Morgan Stanley
New York
$3.83M 125,928 +26,648 +27%
DY
5
Dowling & Yahnke
California
$3.53M 102,790
Ameriprise
6
Ameriprise
Minnesota
$1.78M 58,437 +11,169 +24%
UBS Group
7
UBS Group
Switzerland
$1.28M 42,238 +32,067 +315%
NB
8
Northwest Bancshares
Pennsylvania
$1.21M 39,750
LI
9
LVZ Inc
Michigan
$1.18M 38,869 +2,245 +6%
BTNA
10
Bremer Trust National Association
Minnesota
$1.18M 38,786 +38,786 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.05M 34,581 +8,347 +32%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$849K 27,923 -1,510 -5%
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$602K 19,800 +1,000 +5%
SEI Investments
14
SEI Investments
Pennsylvania
$411K 13,535 +1,700 +14%
LPL Financial
15
LPL Financial
California
$388K 12,777 +854 +7%
CIA
16
Choate Investment Advisors
Massachusetts
$351K 11,530
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$245K 8,053 +8,053 New
SB
18
Suntrust Banks
Georgia
$225K 7,405 +7,405 New
CTC
19
Central Trust Company
Missouri
$147K 4,850 +2,650 +120%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$128K 4,222 -103 -2%
TC
21
Trust Company
Kansas
$99K 3,268 -29 -0.9%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$51K 1,680 -500 -23%
ME
23
McIlrath & Eck
Washington
$11K 363
QAM
24
QCI Asset Management
New York
$8K 260
FANJ
25
Financial Architects (New Jersey)
New Jersey
$6K 212