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Global X Lithium & Battery Tech ETF
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Overview Fund Activity

374 hedge funds and large institutions have $468M invested in Global X Lithium & Battery Tech ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-8
Holders Change %
-2.09%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
66
Increased
60
Reduced
152
Closed
69
Calls
$21.3M
Puts
$18.5M
Net Calls
+$2.76M
Net Calls Change
-$18.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$62.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$20.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.02M
5
Bank of America
Bank of America
North Carolina
$36.9M

Top Sellers

1
Jane Street
Jane Street
New York
$19.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$727K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$4.67M
4
LPL Financial
LPL Financial
California
$37.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
401
Aurora Private Wealth
New Jersey
– -$249K -4,506 Closed
EW
402
Evoke Wealth
California
– -$246K -4,450 Closed
BSW
403
Buckingham Strategic Wealth
Missouri
– -$245K -4,439 Closed
TAM
404
Tocqueville Asset Management
New York
– -$243K -4,400 Closed
JWCA
405
J.W. Cole Advisors
Florida
– -$239K -4,326 Closed
TI
406
Truepoint Inc
Ohio
– -$237K -4,300 Closed
Millennium Management
407
Millennium Management
New York
– -$235K -4,261 Closed
MGIA
408
Moneta Group Investment Advisors
Missouri
– -$235K -4,261 Closed
NFG
409
Nations Financial Group
Iowa
– -$233K -4,217 Closed
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
– -$232K -4,200 Closed
WAP
411
Wealthcare Advisory Partners
Pennsylvania
– -$229K -4,150 Closed
PA
412
Procyon Advisors
Connecticut
– -$216K -3,920 Closed
BWP
413
Balboa Wealth Partners
Arizona
– -$215K -3,891 Closed
TCM
414
Triumph Capital Management
Colorado
– -$212K -3,837 Closed
MFA
415
Mayflower Financial Advisors
Massachusetts
– -$210K -3,801 Closed
PA
416
Pinnacle Associates
New York
– -$205K -3,718 Closed
PHS
417
Pekin Hardy Strauss
Illinois
– -$204K -3,692 Closed
KWA
418
Kingswood Wealth Advisors
California
– -$200K -3,625 Closed
SSWM
419
Sheets Smith Wealth Management
North Carolina
– -$157K -2,846 Closed
CG
420
Cutler Group
California
– -$116K -2,110 Closed
RIA
421
Realta Investment Advisors
Delaware
– -$125K -1,928 Closed
BAAM
422
Baker Avenue Asset Management
California
– -$61.8K -1,120 Closed
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
– -$56.9K -1,032 Closed
TWM
424
Tradition Wealth Management
Minnesota
– -$46K -835 Closed
CIA
425
Choate Investment Advisors
Massachusetts
– -$43.3K -784 Closed
14 15 16
17
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