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Global X Lithium & Battery Tech ETF
LIT

276 hedge funds and large institutions have $399M invested in Global X Lithium & Battery Tech ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 111 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $252M → $399M (+$147M)

0.58% more ownership

Funds ownership: 19.76% → 20.34% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 289 → 276 (-13)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

45% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $37.7M

59% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 111

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
46
Reduced
111
Closed
43
Calls
$20.6M
Puts
$37.7M
Net Calls
-$17M
Net Calls Change
+$37.8M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11M
2
Jane Street
Jane Street
New York
+$5.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.73M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.26M
5
SIGI
Susquehanna International Group (Ireland)
Ireland
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.66M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.92M
3
LPL Financial
LPL Financial
California
-$3.65M
4
UBS Group
UBS Group
Switzerland
-$3.5M
5
PAG
Private Advisor Group
New Jersey
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
Clearstead Advisors
Ohio
$2.13K – – –
CAM
252
Creekmur Asset Management
Illinois
$2.06K -$56K -1,471 -97%
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$2K -$5.64K -148 -76%
PCMC
254
Planning Capital Management Corporation
Pennsylvania
$1.78K +$1.56K +41 New
NP
255
NorthRock Partners
Minnesota
$1.74K +$1.52K +40 New
BAM
256
Byrne Asset Management
New Jersey
$1.53K – – –
BC
257
Belmont Capital
California
$1.44K – – –
NIC
258
Northwest Investment Counselors
Oregon
$1.44K +$1.26K +33 New
RIA
259
Realta Investment Advisors
Delaware
$1.32K -$31.2K -820 -96%
AFG
260
Albion Financial Group
Utah
$1.13K – – –
GI
261
GS Investments
Minnesota
$1.13K – – –
CAS
262
Coppell Advisory Solutions
Texas
$978 -$1.14K -30 -57%
FNWA
263
Financial Network Wealth Advisors
Utah
$785 – – –
NL
264
NVWM LLC
Pennsylvania
$741 – – –
FFA
265
Frazier Financial Advisors
Ohio
$688 – – –
BWL
266
Bogart Wealth LLC
Virginia
$654 – – –
MSG
267
Main Street Group
Virginia
$654 – – –
SHF
268
Safe Harbor Fiduciary
Florida
$523 +$457 +12 New
WAS
269
Winch Advisory Services
Wisconsin
$492 – – –
HGA
270
Hobbs Group Advisors
South Carolina
$349 – – –
DFA
271
DHJJ Financial Advisors
Illinois
$218 – – –
APC
272
Aspire Private Capital
North Carolina
$218 +$190 +5 New
SFA
273
Semmax Financial Advisors
North Carolina
$184 – – –
LIS
274
Legacy Investment Solutions
Idaho
$93 +$76 +2 New
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$93 +$76 +2 New
9 10
11
12 13

LIT Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2024, worth a combined $399M — up 58% from $252M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LIT and 31 opened new positions — a net loss of 12 holders — while 111 trimmed existing stakes and 46 added.

The largest buyer was Focus Partners Wealth, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $9.66M.

  • 276 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2024, down from 289 in Q2 2024.
  • Funds reported $399M of Global X Lithium & Battery Tech ETF stock for Q3 2024, up 58% quarter-over-quarter.
  • 31 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2024 and 43 closed out, a net change of -12 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $11M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2024.