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Global X S&P 500 Catholic Values ETF

89 hedge funds and large institutions have $258M invested in Global X S&P 500 Catholic Values ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
33
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.9M 1,758,838 -479,796 -21%
Bank of America
2
Bank of America
North Carolina
$35.1M 650,443 +1,295 +0.2%
BA
3
BCM Advisors
Louisiana
$18.6M 332,924 -157 -0%
FEG
4
Fund Evaluation Group
Ohio
$12.8M 238,114 +509 +0.2%
FBT
5
First Bank & Trust
South Dakota
$6.7M 124,136 +124,136 New
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$6.63M 122,952 -3,399 -3%
Polen Capital Management
7
Polen Capital Management
Florida
$5.39M 99,879 +99,879 New
KeyBank National Association
8
KeyBank National Association
Ohio
$5.31M 98,470 +1,346 +1%
DY
9
Dowling & Yahnke
California
$4.25M 78,740
DI
10
DAGCO Inc
Ohio
$3.76M 69,642 -2,000 -3%
CB
11
Commerce Bank
Missouri
$3.57M 66,145
LPL Financial
12
LPL Financial
California
$3.41M 63,190 -828 -1%
UBS Group
13
UBS Group
Switzerland
$3.39M 62,769 +4,170 +7%
NB
14
Northwest Bancshares
Pennsylvania
$3.21M 59,528 -784 -1%
JWM
15
Janiczek Wealth Management
Colorado
$3.01M 55,747
CSIC
16
Clifford Swan Investment Counsel
California
$2.59M 45,045 -50 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$2.46M 45,580 +4,145 +10%
CF
18
Corrigan Financial
Rhode Island
$2.16M 40,012 +3 +0%
SC
19
Savant Capital
Illinois
$2.11M 39,066 +10,461 +37%
CTC
20
Central Trust Company
Missouri
$2.07M 38,355 +2,534 +7%
BBNA
21
Bremer Bank National Association
Minnesota
$2.04M 37,786 -400 -1%
JFGIW
22
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.86M 34,515 +16,515 +92%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.8M 33,349 +11,348 +52%
BDWM
24
Brewin Dolphin Wealth Management
Ireland
$1.79M 33,261 -1,523 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$1.77M 32,813 -1,506 -4%