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Global X S&P 500 Catholic Values ETF

39 hedge funds and large institutions have $70.4M invested in Global X S&P 500 Catholic Values ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.8M 497,333 +56,077 +13%
FEG
2
Fund Evaluation Group
Ohio
$13M 363,340 +6,820 +2%
BA
3
BCM Advisors
Louisiana
$6.65M 185,604 +752 +0.4%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$5.59M 156,112 +23,896 +18%
Morgan Stanley
5
Morgan Stanley
New York
$4.39M 122,554 +4,383 +4%
DY
6
Dowling & Yahnke
California
$3.17M 88,420 -16,070 -15%
JWM
7
Janiczek Wealth Management
Colorado
$3.03M 84,648 +21,000 +33%
DI
8
DAGCO Inc
Ohio
$2.39M 66,700
Ameriprise
9
Ameriprise
Minnesota
$1.91M 53,178 -14,844 -22%
NB
10
Northwest Bancshares
Pennsylvania
$1.79M 49,812
BBNA
11
Bremer Bank National Association
Minnesota
$1.39M 38,786
Jane Street
12
Jane Street
New York
$1.35M 37,591 +6,214 +20%
UBS Group
13
UBS Group
Switzerland
$1.07M 29,866 +146 +0.5%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$983K 27,443 +27,443 New
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K 19,600
WSFS
16
Wilmington Savings Fund Society
Delaware
$699K 19,495 +7,995 +70%
LPL Financial
17
LPL Financial
California
$661K 18,452 +2,164 +13%
CIA
18
Choate Investment Advisors
Massachusetts
$413K 11,530
SEI Investments
19
SEI Investments
Pennsylvania
$390K 10,867 -2,780 -20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$366K 10,236 +3,879 +61%
MA
21
MCF Advisors
Kentucky
$355K 9,910 +9,910 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$317K 8,840 +7,160 +426%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$299K 8,339 -12,727 -60%
SAM
24
Silvercrest Asset Management
New York
$233K 6,490
Brown Advisory
25
Brown Advisory
Maryland
$231K 6,445 +167 +3%