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

37 hedge funds and large institutions have $31.6M invested in Global X S&P Catholic Values Developed ex-US ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

46% more capital invested

Capital invested by funds: $21.6M → $31.6M (+$9.99M)

23% more funds holding

Funds holding: 3037 (+7)

3.71% more ownership

Funds ownership: 74.82%78.53% (+3.7%)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$7.49M +$7.78M +203,136 New
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$5.51M -$724K -18,900 -11%
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.15M
BBHC
4
Brown Brothers Harriman & Co
New York
$2.01M +$330K +8,602 +19%
CRC
5
Curi RMB Capital
Illinois
$1.77M +$200K +5,224 +12%
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$1.72M +$1.78M +46,570 New
SPW
7
Signet Private Wealth
Illinois
$1.12M +$586K +15,285 +101%
PWMG
8
Pioneer Wealth Management Group
Texas
$850K +$173K +4,521 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$847K +$15.1K +395 +2%
HSA
10
HBK Sorce Advisory
Pennsylvania
$838K +$26K +678 +3%
HCA
11
Harpswell Capital Advisors
Maine
$738K
DI
12
DAGCO Inc
Ohio
$734K +$515K +13,435 +208%
CC
13
Courier Capital
New York
$553K +$32.2K +840 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$475K +$183K +4,771 +59%
AA
15
Alesco Advisors
New York
$437K -$22.8K -595 -5%
ATC
16
Argent Trust Co
Tennessee
$369K
RA
17
RFG Advisory
Alabama
$337K
LPL Financial
18
LPL Financial
California
$317K +$329K +8,589 New
EWA
19
EverSource Wealth Advisors
Alabama
$308K +$7.66K +200 +2%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$307K +$39.3K +1,026 +14%
Goldman Sachs
21
Goldman Sachs
New York
$258K
IWC
22
Integrated Wealth Concepts
Massachusetts
$256K +$266K +6,941 New
GI
23
Gradient Investments
Minnesota
$253K
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$246K +$256K +6,673 New
Citadel Advisors
25
Citadel Advisors
Florida
$244K +$253K +6,613 New