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Global X S&P 500 Catholic Values ETF

113 hedge funds and large institutions have $502M invested in Global X S&P 500 Catholic Values ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
37
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$260M 5,579 +258 +5%
Bank of America
2
Bank of America
North Carolina
$36.4M 781,769 +11,035 +1%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M 608,908 +22,287 +4%
FEG
4
Fund Evaluation Group
Ohio
$12.5M 269,186 -507 -0.2%
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$12.4M 266,428 +9,853 +4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$11.5M 236,008
Polen Capital Management
7
Polen Capital Management
Florida
$11M 237,214 +114,872 +94%
BA
8
BCM Advisors
Louisiana
$8.18M 171,467 +2,465 +1%
Wells Fargo
9
Wells Fargo
California
$6.17M 132,703 +1,016 +0.8%
LPL Financial
10
LPL Financial
California
$5.79M 124,445 -2,782 -2%
FBT
11
First Bank & Trust
South Dakota
$5.39M 115,836
KeyBank National Association
12
KeyBank National Association
Ohio
$5.32M 114,442 -577 -0.5%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$5.05M 108,628 -19,001 -15%
CB
14
Commerce Bank
Missouri
$4.08M 87,665
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.72M 79,905 -53 -0.1%
Ameriprise
16
Ameriprise
Minnesota
$3.58M 76,939 -2,059 -3%
DI
17
DAGCO Inc
Ohio
$3.57M 76,825 +875 +1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.46M 74,285 +74,285 New
CTC
19
Central Trust Company
Missouri
$3.29M 70,641 +206 +0.3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.25M 69,952 -1,290 -2%
UBS Group
21
UBS Group
Switzerland
$3.19M 68,539 -1,715 -2%
JWM
22
Janiczek Wealth Management
Colorado
$2.69M 55,747
SEI Investments
23
SEI Investments
Pennsylvania
$2.62M 56,237 -1,532 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.45M 52,701 +3,084 +6%
IWA
25
Intercontinental Wealth Advisors
Texas
$2.34M 50,220 +850 +2%