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

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
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.26%
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
–

Top Buyers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$2.63M
2
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
+$1.56M
3
Jane Street
Jane Street
New York
+$1.34M
4
CC
Courier Capital
New York
+$435K
5
ATC
Argent Trust Co
Tennessee
+$335K

Top Sellers

1
GS
GTS Securities
New York
-$1.3M
2
NA
Nottingham Advisors
New York
-$366K
3
UBS Group
UBS Group
Switzerland
-$91.3K
4
GM
GeoWealth Management
Illinois
-$18.5K
5
SMAM
Sugar Maple Asset Management
Wisconsin
-$5.38K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
1
Fund Evaluation Group
Ohio
$4.8M – – –
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$4.66M +$2.63M +78,500 +130%
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.56M +$1.56M +46,363 New
Jane Street
4
Jane Street
New York
$1.34M +$1.34M +40,001 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$749K +$7.38K +220 +1%
CC
6
Courier Capital
New York
$435K +$435K +12,968 New
AA
7
Alesco Advisors
New York
$434K +$8.89K +265 +2%
ATC
8
Argent Trust Co
Tennessee
$335K +$335K +9,998 New
PWMG
9
Pioneer Wealth Management Group
Texas
$310K +$310K +9,236 New
GI
10
Gradient Investments
Minnesota
$259K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$258K +$436 +13 +0.2%
UB
12
UMB Bank
Missouri
$211K +$52.7K +1,572 +33%
EWA
13
EverSource Wealth Advisors
Alabama
$66.5K +$60.5K +1,802 +1,001%
Comerica Bank
14
Comerica Bank
Texas
$40.7K +$1.91K +57 +5%
HCA
15
Heck Capital Advisors
Wisconsin
$28K – – –
US Bancorp
16
US Bancorp
Minnesota
$12.5K +$12.5K +372 New
ACA
17
Aptus Capital Advisors
Alabama
$10.1K -$3.66K -109 -27%
UBS Group
18
UBS Group
Switzerland
$9.36K -$91.3K -2,720 -91%
NC
19
North Capital
Utah
$6.41K +$6.41K +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