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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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
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
Curi RMB Capital
Illinois
+$1.39M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
+$659K
3
PWMG
Pioneer Wealth Management Group
Texas
+$243K
4
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
+$211K
5
RA
RFG Advisory
Alabama
+$202K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.1M
2
HCA
Heck Capital Advisors
Wisconsin
-$28K
3
UBS Group
UBS Group
Switzerland
-$9.36K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$5.43M +$659K +19,200 +14%
FEG
2
Fund Evaluation Group
Ohio
$4.91M – – –
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M +$211K +6,132 +13%
CRC
4
Curi RMB Capital
Illinois
$1.39M +$1.39M +39,945 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$766K – – –
PWMG
6
Pioneer Wealth Management Group
Texas
$561K +$243K +7,089 +77%
CC
7
Courier Capital
New York
$460K +$14.7K +429 +3%
AA
8
Alesco Advisors
New York
$444K – – –
ATC
9
Argent Trust Co
Tennessee
$343K – – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$286K +$21.8K +634 +8%
Jane Street
11
Jane Street
New York
$277K -$1.1M -31,921 -80%
GI
12
Gradient Investments
Minnesota
$265K – – –
UB
13
UMB Bank
Missouri
$216K – – –
RA
14
RFG Advisory
Alabama
$202K +$202K +5,890 New
DI
15
DAGCO Inc
Ohio
$200K +$200K +5,825 New
EWA
16
EverSource Wealth Advisors
Alabama
$185K +$117K +3,411 +172%
TCOT
17
Trust Company of Toledo
Ohio
$77.1K +$77.1K +2,246 New
Comerica Bank
18
Comerica Bank
Texas
$45.4K +$3.74K +109 +9%
ACA
19
Aptus Capital Advisors
Alabama
$13.4K +$3.09K +90 +30%
US Bancorp
20
US Bancorp
Minnesota
$12.8K – – –
NC
21
North Capital
Utah
$6.57K – – –
AAS
22
Ameritas Advisory Services
Nebraska
$5.15K +$5.15K +150 New
HCA
23
Heck Capital Advisors
Wisconsin
– -$28K -834 Closed
UBS Group
24
UBS Group
Switzerland
– -$9.36K -279 Closed