Global X Lithium & Battery Tech ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.21M |
| 2 |
WH
Whitcomb & Hess
Ashland,
Ohio
|
+$7.51M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.57M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.03M |
| 5 |
Squarepoint
New York
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.3M |
| 2 |
Jane Street
New York
|
-$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.1M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$9.69M |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$6.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
401
SOA Wealth Advisors
New York
| – | -$1.02K | -20 | Closed |
|
|
BFEC
402
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -18 | Closed |
|
403
AssetMark Inc
Concord,
California
| – | -$458 | -9 | Closed |
|
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.