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Global X S&P 500 Catholic Values ETF

41 hedge funds and large institutions have $74.8M invested in Global X S&P 500 Catholic Values ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
16
Reduced
5
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
$19.6M 536,600 +39,267 +8%
FEG
2
Fund Evaluation Group
Ohio
$15.4M 423,737 +60,397 +17%
BA
3
BCM Advisors
Louisiana
$6.97M 191,107 +5,503 +3%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$5.15M 141,183 -14,929 -10%
Morgan Stanley
5
Morgan Stanley
New York
$4.54M 124,412 +1,858 +2%
DY
6
Dowling & Yahnke
California
$3.22M 88,420
JWM
7
Janiczek Wealth Management
Colorado
$3.09M 84,648
DI
8
DAGCO Inc
Ohio
$2.27M 62,200 -4,500 -7%
Ameriprise
9
Ameriprise
Minnesota
$1.95M 53,369 +191 +0.4%
NB
10
Northwest Bancshares
Pennsylvania
$1.82M 49,812
BBNA
11
Bremer Bank National Association
Minnesota
$1.41M 38,786
Citadel Advisors
12
Citadel Advisors
Florida
$1.19M 32,471 +32,471 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$1M 27,443
UBS Group
14
UBS Group
Switzerland
$927K 25,405 -4,461 -15%
WSFS
15
Wilmington Savings Fund Society
Delaware
$806K 22,100 +2,605 +13%
JFGIW
16
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$715K 19,600
LPL Financial
17
LPL Financial
California
$697K 19,105 +653 +4%
SEI Investments
18
SEI Investments
Pennsylvania
$554K 15,232 +4,365 +40%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$454K 12,470 +2,234 +22%
CIA
20
Choate Investment Advisors
Massachusetts
$429K 11,780 +250 +2%
MA
21
MCF Advisors
Kentucky
$338K 9,261 -649 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$286K 7,841 +7,841 New
Brown Advisory
23
Brown Advisory
Maryland
$239K 6,551 +106 +2%
SAM
24
Silvercrest Asset Management
New York
$237K 6,490
MBT
25
Montecito Bank & Trust
California
$233K 6,400