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

19 hedge funds and large institutions have $15.5M invested in Global X S&P Catholic Values Developed ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

61% more capital invested

Capital invested by funds: $9.63M → $15.5M (+$5.9M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

13.01% more ownership

Funds ownership: 59.29%72.3% (+13%)

12% more funds holding

Funds holding: 1719 (+2)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$4.8M
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$4.66M +$2.48M +78,500 +130%
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.56M +$1.47M +46,363 New
Jane Street
4
Jane Street
New York
$1.34M +$1.27M +40,001 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$749K +$6.96K +220 +1%
CC
6
Courier Capital
New York
$435K +$410K +12,968 New
AA
7
Alesco Advisors
New York
$434K +$8.39K +265 +2%
ATC
8
Argent Trust Co
Tennessee
$335K +$316K +9,998 New
PWMG
9
Pioneer Wealth Management Group
Texas
$310K +$292K +9,236 New
GI
10
Gradient Investments
Minnesota
$259K
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$258K +$411 +13 +0.2%
UB
12
UMB Bank
Missouri
$211K +$49.8K +1,572 +33%
EWA
13
EverSource Wealth Advisors
Alabama
$66.5K +$57K +1,802 +1,001%
Comerica Bank
14
Comerica Bank
Texas
$40.7K +$1.8K +57 +5%
HCA
15
Heck Capital Advisors
Wisconsin
$28K
US Bancorp
16
US Bancorp
Minnesota
$12.5K +$11.8K +372 New
ACA
17
Aptus Capital Advisors
Alabama
$10.1K -$3.45K -109 -27%
UBS Group
18
UBS Group
Switzerland
$9.36K -$86.1K -2,720 -91%
NC
19
North Capital
Utah
$6.41K +$6.04K +191 New
GS
20
GTS Securities
New York
-$1.3M -43,157 Closed
NA
21
Nottingham Advisors
New York
-$366K -12,173 Closed
GM
22
GeoWealth Management
Illinois
-$18.5K -615 Closed
SMAM
23
Sugar Maple Asset Management
Wisconsin
-$5.38K -179 Closed
AWM
24
AE Wealth Management
Kansas
-$992 -33 Closed

CEFA Hedge Fund Activity: Q1 2025 in Review

19 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q1 2025, worth a combined $15.5M — up 61% from $9.63M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CEFA positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Hirtle Callaghan & Co, adding an estimated $2.48M. The largest seller was GTS Securities, exiting entirely with an estimated $1.3M sold.

  • 19 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $15.5M of Global X S&P Catholic Values Developed ex-US ETF stock for Q1 2025, up 61% quarter-over-quarter.
  • 7 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q1 2025 was Hirtle Callaghan & Co, an estimated $2.48M added.
  • The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q1 2025 was GTS Securities, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.