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Global X S&P Catholic Values Developed ex-US ETF
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Overview Fund Activity

22 hedge funds and large institutions have $17.9M invested in Global X S&P Catholic Values Developed ex-US ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$1.39M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$5.43M
3
PWMG
3
Pioneer Wealth Management Group
Texas
$561K
4
LWIC
4
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M
5
RA
5
RFG Advisory
Alabama
$202K

Top Sellers

1
Jane Street
1
Jane Street
New York
$277K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
UBS Group
3
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$5.43M 158,200 +19,200 +14%
FEG
2
Fund Evaluation Group
Ohio
$4.91M 143,029 – –
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M 52,495 +6,132 +13%
CRC
4
Curi RMB Capital
Illinois
$1.39M 39,945 +39,945 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$766K 22,320 – –
PWMG
6
Pioneer Wealth Management Group
Texas
$561K 16,325 +7,089 +77%
CC
7
Courier Capital
New York
$460K 13,397 +429 +3%
AA
8
Alesco Advisors
New York
$444K 12,930 – –
ATC
9
Argent Trust Co
Tennessee
$343K 9,998 – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$286K 8,321 +634 +8%
Jane Street
11
Jane Street
New York
$277K 8,080 -31,921 -80%
GI
12
Gradient Investments
Minnesota
$265K 7,718 – –
UB
13
UMB Bank
Missouri
$216K 6,297 – –
RA
14
RFG Advisory
Alabama
$202K 5,890 +5,890 New
DI
15
DAGCO Inc
Ohio
$200K 5,825 +5,825 New
EWA
16
EverSource Wealth Advisors
Alabama
$185K 5,393 +3,411 +172%
TCOT
17
Trust Company of Toledo
Ohio
$77.1K 2,246 +2,246 New
Comerica Bank
18
Comerica Bank
Texas
$45.4K 1,322 +109 +9%
ACA
19
Aptus Capital Advisors
Alabama
$13.4K 390 +90 +30%
US Bancorp
20
US Bancorp
Minnesota
$12.8K 372 – –
NC
21
North Capital
Utah
$6.57K 191 – –
AAS
22
Ameritas Advisory Services
Nebraska
$5.15K 150 +150 New
HCA
23
Heck Capital Advisors
Wisconsin
– – -834 Closed
UBS Group
24
UBS Group
Switzerland
– – -279 Closed