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

24 hedge funds and large institutions have $15M invested in Global X S&P Catholic Values Developed ex-US ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 2224 (+2)

6.09% less ownership

Funds ownership: 70.38%64.29% (-6.1%)

16% less capital invested

Capital invested by funds: $17.9M → $15M (-$2.86M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$4.7M -$965K -27,500 -17%
LWIC
2
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.1M +$204K +5,805 +11%
CRC
3
Curi RMB Capital
Illinois
$1.54M +$102K +2,903 +7%
BBHC
4
Brown Brothers Harriman & Co
New York
$905K +$882K +25,141 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$813K +$8.95K +255 +1%
HCA
6
Harpswell Capital Advisors
Maine
$720K +$702K +20,000 New
PWMG
7
Pioneer Wealth Management Group
Texas
$670K +$80.8K +2,302 +14%
CC
8
Courier Capital
New York
$482K
AA
9
Alesco Advisors
New York
$465K
ATC
10
Argent Trust Co
Tennessee
$360K
EWA
11
EverSource Wealth Advisors
Alabama
$294K +$97.2K +2,770 +51%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$293K -$6.53K -186 -2%
GI
13
Gradient Investments
Minnesota
$247K -$30K -856 -11%
RA
14
RFG Advisory
Alabama
$235K +$22.9K +652 +11%
DI
15
DAGCO Inc
Ohio
$233K +$22.5K +640 +11%
UB
16
UMB Bank
Missouri
$227K
SMC
17
Smith, Moore & Co
Missouri
$208K +$203K +5,778 New
HDIM
18
Hanson & Doremus Investment Management
Vermont
$205K +$200K +5,702 New
Osaic Holdings
19
Osaic Holdings
Arizona
$131K +$127K +3,631 New
TCOT
20
Trust Company of Toledo
Ohio
$80.8K
US Bancorp
21
US Bancorp
Minnesota
$54K +$39.5K +1,127 +303%
Comerica Bank
22
Comerica Bank
Texas
$52.4K +$4.67K +133 +10%
ACA
23
Aptus Capital Advisors
Alabama
$14K
NC
24
North Capital
Utah
$7K +$105 +3 +2%
FEG
25
Fund Evaluation Group
Ohio
-$4.91M -143,029 Closed

CEFA Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q3 2025, worth a combined $15M — down 16% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CEFA positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $882K. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $4.91M sold.

  • 24 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $15M of Global X S&P Catholic Values Developed ex-US ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 5 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q3 2025 was Brown Brothers Harriman & Co, an estimated $882K added.
  • The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q3 2025 was Fund Evaluation Group, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2025.