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Global X Lithium & Battery Tech ETF

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: 11 (0)

4% less funds holding

Funds holding: 289276 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
301
Kelly Financial Services
Massachusetts
-$16.7K -432 Closed
TSWM
302
Tyler-Stone Wealth Management
Ohio
-$14.4K -371 Closed
GI
303
Gradient Investments
Minnesota
-$12.4K -320 Closed
CWC
304
Carolinas Wealth Consulting
North Carolina
-$8.06K -208 Closed
GIA
305
GHP Investment Advisors
Colorado
-$7.76K -200 Closed
MG
306
Mather Group
Illinois
-$9.06K -200 Closed
SIC
307
SJS Investment Consulting
Ohio
-$6.21K -160 Closed
OW
308
Olistico Wealth
Oklahoma
-$5.82K -150 Closed
SVCP
309
Silicon Valley Capital Partners
California
-$5.36K -138 Closed
OWA
310
Opal Wealth Advisors
New York
-$4.85K -125 Closed
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.66K -120 Closed
EWA
312
EverSource Wealth Advisors
Alabama
-$4.62K -118 Closed
RFA
313
Register Financial Advisors
Georgia
-$4.27K -110 Closed
MWM
314
Mascoma Wealth Management
New Hampshire
-$4.08K -105 Closed
NECFA
315
New England Capital Financial Advisors
Connecticut
-$3.75K -97 Closed
PTC
316
Private Trust Company
Ohio
-$3.34K -86 Closed
CSWM
317
Cassady Schiller Wealth Management
Ohio
-$2.48K -64 Closed
JFG
318
JDM Financial Group
Texas
-$2.38K -61 Closed
MFA
319
McClarren Financial Advisors
Pennsylvania
-$1K -38 Closed
Toronto Dominion Bank
320
Toronto Dominion Bank
Ontario, Canada
-$1.36K -35 Closed
CA
321
Centerpoint Advisors
Massachusetts
-$1K -30 Closed
VAG
322
VisionPoint Advisory Group
Texas
-$116 -3 Closed

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.