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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
RWB
276
RMR Wealth Builders
New Jersey
-$406K -9,308 Closed
ASN
277
Advisory Services Network
Georgia
-$313K -8,075 Closed
JIC
278
Joel Isaacson & Co
New York
-$338K -7,754 Closed
HF
279
HRT Financial
New York
-$274K -6,292 Closed
CIBC World Market
280
CIBC World Market
Ontario, Canada
-$267K -6,114 Closed
GKWIM
281
Gerber Kawasaki Wealth & Investment Management
California
-$261K -5,980 Closed
KC
282
Kepos Capital
New York
-$255K -5,855 Closed
D.E. Shaw & Co
283
D.E. Shaw & Co
New York
-$227K -5,202 Closed
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
-$224K -5,141 Closed
Pathstone Holdings
285
Pathstone Holdings
New Jersey
-$212K -4,870 Closed
RPCONE
286
Retirement Planning Company of New England
Rhode Island
-$211K -4,842 Closed
OFG
287
Oxford Financial Group
Indiana
-$202K -4,637 Closed
HAS
288
HBW Advisory Services
California
-$149K -3,416 Closed
EWA
289
EP Wealth Advisors
California
-$108K -2,475 Closed
QC
290
Quent Capital
New York
-$67.6K -1,552 Closed
Bank Julius Baer & Co
291
Bank Julius Baer & Co
Switzerland
-$79.7K -1,542 Closed
BWP
292
Baldwin Wealth Partners
Massachusetts
-$61.9K -1,420 Closed
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$53.7K -1,233 Closed
ADL
294
Asset Dedication LLC
California
-$51.7K -1,187 Closed
Belvedere Trading
295
Belvedere Trading
Illinois
-$39.8K -913 Closed
MWA
296
MFA Wealth Advisors
Pennsylvania
-$35.8K -822 Closed
TCOV
297
Trust Company of Vermont
Vermont
-$21.8K -500 Closed
DWS
298
Dynamic Wealth Strategies
California
-$18K -405 Closed
SFFS
299
Stonehage Fleming Financial Services
Jersey
-$17.6K -403 Closed
CFD
300
Creative Financial Designs
Indiana
-$17.4K -400 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.