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

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

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

16% more funds holding

Funds holding: 1922 (+3)

15% more capital invested

Capital invested by funds: $15.5M → $17.9M (+$2.38M)

1.92% less ownership

Funds ownership: 72.3%70.38% (-1.9%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$5.43M +$633K +19,200 +14%
FEG
2
Fund Evaluation Group
Ohio
$4.91M
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M +$202K +6,132 +13%
CRC
4
Curi RMB Capital
Illinois
$1.39M +$1.32M +39,945 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$766K
PWMG
6
Pioneer Wealth Management Group
Texas
$561K +$234K +7,089 +77%
CC
7
Courier Capital
New York
$460K +$14.1K +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 +$20.9K +634 +8%
Jane Street
11
Jane Street
New York
$277K -$1.05M -31,921 -80%
GI
12
Gradient Investments
Minnesota
$265K
UB
13
UMB Bank
Missouri
$216K
RA
14
RFG Advisory
Alabama
$202K +$194K +5,890 New
DI
15
DAGCO Inc
Ohio
$200K +$192K +5,825 New
EWA
16
EverSource Wealth Advisors
Alabama
$185K +$112K +3,411 +172%
TCOT
17
Trust Company of Toledo
Ohio
$77.1K +$74K +2,246 New
Comerica Bank
18
Comerica Bank
Texas
$45.4K +$3.59K +109 +9%
ACA
19
Aptus Capital Advisors
Alabama
$13.4K +$2.96K +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 +$4.94K +150 New
HCA
23
Heck Capital Advisors
Wisconsin
-$28K -834 Closed
UBS Group
24
UBS Group
Switzerland
-$9.36K -279 Closed

CEFA Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q2 2025, worth a combined $17.9M — up 15% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CEFA positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $1.32M. The largest seller was Jane Street, cutting an estimated $1.05M.

  • 22 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q2 2025, up from 19 in Q1 2025.
  • Funds reported $17.9M of Global X S&P Catholic Values Developed ex-US ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 5 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q2 2025 was Curi RMB Capital, an estimated $1.32M added.
  • The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q2 2025 was Jane Street, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2025.