We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

267 hedge funds and large institutions have $202M invested in Global X Lithium & Battery Tech ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 37 increasing their positions, 92 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $10.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1.77% less ownership

Funds ownership: 20.34%18.57% (-1.8%)

3% less funds holding

Funds holding: 276267 (-9)

49% less capital invested

Capital invested by funds: $399M → $202M (-$197M)

60% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 92

Holders
267
Holders Change
-9
Holders Change %
-3.26%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
37
Reduced
92
Closed
46
Calls
$16.7M
Puts
$10.4M
Net Calls
+$6.33M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Synergy Asset Management
Washington
$1.09K +$1.1K +25 New
AFG
252
Albion Financial Group
Utah
$1.06K
GI
253
GS Investments
Minnesota
$1.06K
HGERS
254
Householder Group Estate & Retirement Specialist
Arizona
$1K
NB
255
NBT Bank
New York
$979 -$27.6K -627 -96%
CFS
256
Compass Financial Services
Iowa
$962 +$1.06K +24 New
NL
257
NVWM LLC
Pennsylvania
$693
SHF
258
Safe Harbor Fiduciary
Florida
$489
WAS
259
Winch Advisory Services
Wisconsin
$460
BGWM
260
Bridge Generations Wealth Management
Florida
$245 +$265 +6 New
FFA
261
Frazier Financial Advisors
Ohio
$240 -$441 -10 -63%
DFA
262
DHJJ Financial Advisors
Illinois
$204
SFA
263
Semmax Financial Advisors
North Carolina
$170
CAS
264
Coppell Advisory Solutions
Texas
$83 -$926 -21 -91%
LIS
265
Legacy Investment Solutions
Idaho
$83
LWMI
266
Legacy Wealth Management (Idaho)
Idaho
$83
NS
267
NBC Securities
Alabama
$46 -$53.4K -1,211 -100%
TRCT
268
Tower Research Capital (TRC)
New York
$41 -$13.7K -311 -100%
S
269
SignatureFD
Georgia
$17
VWM
270
Valley Wealth Managers
New Jersey
$12
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
-$144M -297,367 Closed
Wolverine Trading
272
Wolverine Trading
Illinois
-$1.8M -40,734 Closed
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
-$1.56M -35,709 Closed
IWM
274
IHT Wealth Management
Illinois
-$1.32M -30,167 Closed
WA
275
Waverly Advisors
Alabama
-$463K -10,620 Closed

LIT Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2024, worth a combined $202M — down 49% from $399M a quarter earlier.

Fund positioning in LIT was balanced in Q4 2024: 46 funds opened new positions, 46 closed out, 37 added to existing stakes and 92 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $2.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $144M sold.

  • 267 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2024, down from 276 in Q3 2024.
  • Funds reported $202M of Global X Lithium & Battery Tech ETF stock for Q4 2024, down 49% quarter-over-quarter.
  • 46 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2024 and 46 closed out, a net change of 0 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2024 was Grimes & Company, an estimated $2.65M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2024.