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

30 hedge funds and large institutions have $21.6M invested in Global X S&P Catholic Values Developed ex-US ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

44% more capital invested

Capital invested by funds: $15M → $21.6M (+$6.59M)

25% more funds holding

Funds holding: 2430 (+6)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

10.53% more ownership

Funds ownership: 64.29%74.82% (+11%)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$6.21M +$1.38M +37,500 +29%
LWIC
2
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.15M
BBHC
3
Brown Brothers Harriman & Co
New York
$1.7M +$767K +20,868 +83%
GS
4
GTS Securities
New York
$1.69M +$1.68M +45,696 New
CRC
5
Curi RMB Capital
Illinois
$1.61M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$834K
HSA
7
HBK Sorce Advisory
Pennsylvania
$809K +$752K +20,475 New
HCA
8
Harpswell Capital Advisors
Maine
$739K
PWMG
9
Pioneer Wealth Management Group
Texas
$684K -$4.26K -116 -0.6%
SPW
10
Signet Private Wealth
Illinois
$560K +$558K +15,173 New
CC
11
Courier Capital
New York
$523K +$27.6K +752 +6%
AA
12
Alesco Advisors
New York
$460K -$17.8K -485 -4%
ATC
13
Argent Trust Co
Tennessee
$369K
RA
14
RFG Advisory
Alabama
$337K +$95.3K +2,592 +40%
Jane Street
15
Jane Street
New York
$323K +$322K +8,751 New
EWA
16
EverSource Wealth Advisors
Alabama
$301K -$772 -21 -0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$299K -$992 -27 -0.3%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$269K +$58.3K +1,586 +28%
Goldman Sachs
19
Goldman Sachs
New York
$259K +$257K +7,000 New
GI
20
Gradient Investments
Minnesota
$253K
DI
21
DAGCO Inc
Ohio
$239K
UB
22
UMB Bank
Missouri
$233K
SMC
23
Smith, Moore & Co
Missouri
$213K
CH
24
CDKV Holdings
Colorado
$148K +$147K +4,000 New
Osaic Holdings
25
Osaic Holdings
Arizona
$136K +$1.47K +40 +1%

CEFA Hedge Fund Activity: Q4 2025 in Review

30 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q4 2025, worth a combined $21.6M — up 44% from $15M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CEFA positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.68M. The largest seller was Alesco Advisors, cutting an estimated $17.8K.

  • 30 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $21.6M of Global X S&P Catholic Values Developed ex-US ETF stock for Q4 2025, up 44% quarter-over-quarter.
  • 7 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q4 2025 and 1 closed out, a net change of +6 holders.
  • The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q4 2025 was GTS Securities, an estimated $1.68M added.
  • The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q4 2025 was Alesco Advisors, an estimated $17.8K sold.

Based on aggregated 13F filings for Q4 2025.