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Global X Lithium & Battery Tech ETF

280 hedge funds and large institutions have $430M invested in Global X Lithium & Battery Tech ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.35M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

16% more capital invested

Capital invested by funds: $370M → $430M (+$59.5M)

0% more funds holding

Funds holding: 279280 (+1)

0.22% less ownership

Funds ownership: 25.09%24.87% (-0.22%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
68
Reduced
77
Closed
37
Calls
$16.7M
Puts
$7.35M
Net Calls
+$9.38M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$92.3M +$177K +2,473 +0.2%
SPIA
2
Steward Partners Investment Advisory
New York
$26.2M +$1.12M +15,693 +5%
Bank of America
3
Bank of America
North Carolina
$25.3M +$6.55M +91,542 +37%
Morgan Stanley
4
Morgan Stanley
New York
$23.5M +$1.77M +24,756 +9%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18.3M -$1.4M -19,550 -7%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$15.6M -$363K -5,073 -2%
WH
7
Whitcomb & Hess
Ohio
$13.3M -$102K -1,419 -0.8%
BGDI
8
BW Gestao de Investimentos
Brazil
$12.8M +$12.3M +172,000 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$12.6M -$1.31M -18,237 -10%
UBS Group
10
UBS Group
Switzerland
$12.1M +$3.23M +45,138 +38%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$8.51M -$13M -182,294 -61%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.09M +$169K +2,359 +2%
Wells Fargo
13
Wells Fargo
California
$7.62M +$535K +7,470 +8%
Ameriprise
14
Ameriprise
Minnesota
$7.36M -$226K -3,162 -3%
CWM
15
Chicago Wealth Management
Illinois
$7.34M +$1.5M +21,024 +27%
LF
16
Longbow Finance
Switzerland
$5.82M
Citadel Advisors
17
Citadel Advisors
Florida
$5.64M +$1.23M +17,194 +29%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.34M -$1.44M -20,095 -22%
Raymond James Financial
19
Raymond James Financial
Florida
$4.73M +$208K +2,908 +5%
BAAM
20
Baker Avenue Asset Management
California
$4.36M +$14K +196 +0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.34M -$240K -3,356 -5%
LHWM
22
Lake Hills Wealth Management
Texas
$4.15M +$4M +55,841 New
JP Morgan Chase
23
JP Morgan Chase
New York
$4.06M -$585K -8,171 -13%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.67M -$428K -5,982 -11%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$3.15M +$787K +10,995 +35%