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Global X S&P 500 Catholic Values ETF

202 hedge funds and large institutions have $564M invested in Global X S&P 500 Catholic Values ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 192202 (+10)

2.25% more ownership

Funds ownership: 49.07%51.32% (+2.3%)

5% more capital invested

Capital invested by funds: $538M → $564M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
57
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$56.4M -$3.9M -47,588 -6%
CTC
2
Central Trust Company
Missouri
$45.6M -$224K -2,736 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$42.1M +$3.25M +39,674 +8%
Bank of America
4
Bank of America
North Carolina
$35.5M -$11M -133,953 -24%
Corient Private Wealth
5
Corient Private Wealth
Florida
$24.2M +$19M +231,920 +368%
Truist Financial
6
Truist Financial
North Carolina
$22.4M -$22.9K -280 -0.1%
BA
7
BCM Advisors
Louisiana
$19.6M +$38.5K +470 +0.2%
Wells Fargo
8
Wells Fargo
California
$13.9M -$3.34M -40,725 -19%
LPL Financial
9
LPL Financial
California
$12.2M +$8.52K +104 +0.1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$143K +1,751 +1%
FWIA
11
Fort Washington Investment Advisors
Ohio
$12.1M +$229K +2,798 +2%
Aristotle Capital Management
12
Aristotle Capital Management
California
$10.8M +$3.4M +41,519 +46%
CB
13
Commerce Bank
Missouri
$10.4M
CFFNO
14
Common Fund For Nonprofit Organizations
Connecticut
$9.89M -$212K -2,590 -2%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$9.41M -$15.3K -187 -0.2%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$8.26M -$374K -4,571 -4%
Ameriprise
17
Ameriprise
Minnesota
$8.01M +$690K +8,423 +9%
FBT
18
First Bank & Trust
South Dakota
$7.36M
AF
19
Allworth Financial
California
$6.74M +$411K +5,015 +7%
DI
20
DAGCO Inc
Ohio
$5.86M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.68M -$1.79M -21,815 -24%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$3M +36,630 +121%
Cerity Partners
23
Cerity Partners
New York
$5.13M
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.91M -$102K -1,247 -2%
Raymond James Financial
25
Raymond James Financial
Florida
$4.78M +$1.95M +23,778 +69%