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Global X Lithium & Battery Tech ETF
LIT

329 hedge funds and large institutions have $325M invested in Global X Lithium & Battery Tech ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 120 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $11.7M

2.94% less ownership

Funds ownership: 22.71% → 19.76% (-2.9%)

13% less funds holding

Funds holding: 376 → 329 (-47)

28% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 120

31% less capital invested

Capital invested by funds: $469M → $325M (-$144M)

58% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 71

Holders
329
Holders Change
-47
Holders Change %
-12.5%
% of All Funds
4.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
87
Reduced
120
Closed
71
Calls
$26.4M
Puts
$11.7M
Net Calls
+$14.7M
Net Calls Change
+$11.9M

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.21M
2
WH
Whitcomb & Hess
Ohio
+$7.51M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.57M
4
CI
CX Institutional
Indiana
+$3.03M
5
Squarepoint
Squarepoint
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22.3M
2
Jane Street
Jane Street
New York
-$12.6M
3
Bank of America
Bank of America
North Carolina
-$11.1M
4
PP
Prudential plc
United Kingdom
-$9.69M
5
MWA
MFA Wealth Advisors
Pennsylvania
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
301
Cassady Schiller Wealth Management
Ohio
$2.9K – – –
JFG
302
JDM Financial Group
Texas
$2.78K – – –
TFA
303
Toth Financial Advisory
Virginia
$2.72K -$17.8K -400 -87%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$2.49K – – –
Toronto Dominion Bank
305
Toronto Dominion Bank
Ontario, Canada
$2.45K +$2.41K +54 New
CTC
306
Central Trust Company
Missouri
$2.4K – – –
PA
307
PSI Advisors
Florida
$2.35K – – –
CHA
308
Carmichael Hill & Associates
Maryland
$2.27K – – –
NRG
309
Nemes Rush Group
Michigan
$2.27K – – –
MGW
310
MB Generational Wealth
Washington
$2.27K +$853K +19,139 New
AIC
311
Archer Investment Corporation
Indiana
$2.22K -$3.12K -70 -59%
MFA
312
McClarren Financial Advisors
Pennsylvania
$2K +$45 +1 +3%
SHIM
313
Stone House Investment Management
Pennsylvania
$1.58K -$3.43K -77 -69%
BAM
314
Byrne Asset Management
New Jersey
$1.58K – – –
OLVIG
315
Oliver Lagore Vanvalin Investment Group
Michigan
$1.58K – – –
BC
316
Belmont Capital
California
$1.5K – – –
CA
317
Clearstead Advisors
Ohio
$1.39K +$45 +1 +3%
BMC
318
Bear Mountain Capital
Washington
$1.29K +$1.34K +30 New
AFG
319
Albion Financial Group
Utah
$1.18K -$3.43K -77 -75%
GI
320
GS Investments
Minnesota
$1.18K – – –
CA
321
Centerpoint Advisors
Massachusetts
$1K – – –
NL
322
NVWM LLC
Pennsylvania
$770 – – –
FFA
323
Frazier Financial Advisors
Ohio
$713 +$223 +5 +45%
WAS
324
Winch Advisory Services
Wisconsin
$508 – – –
IPW
325
Impact Partnership Wealth
Georgia
$498 – – –
11 12
13
14 15

LIT Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2024, worth a combined $325M — down 31% from $469M a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of LIT and 30 opened new positions — a net loss of 41 holders — while 120 trimmed existing stakes and 87 added.

The largest buyer was PNC Financial Services Group, adding an estimated $9.21M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 329 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2024, down from 376 in Q4 2023.
  • Funds reported $325M of Global X Lithium & Battery Tech ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 30 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2024 and 71 closed out, a net change of -41 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $9.21M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2024.