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Global X Lithium & Battery Tech ETF

286 hedge funds and large institutions have $250M invested in Global X Lithium & Battery Tech ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 115 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-41
Holders Change %
-12.54%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
42
Reduced
115
Closed
61
Calls
$12.1M
Puts
$66.9M
Net Calls
-$54.9M
Net Calls Change
-$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$564K -$173K -4,469 -24%
US Bancorp
52
US Bancorp
Minnesota
$544K -$2.48K -64 -0.5%
Mariner
53
Mariner
Kansas
$532K -$258K -6,643 -33%
AFO
54
Arrowroot Family Office
California
$503K -$6.21K -160 -1%
Goldman Sachs
55
Goldman Sachs
New York
$501K +$83.1K +2,142 +20%
DFA
56
DHK Financial Advisors
New Hampshire
$497K
OC
57
Oppenheimer & Co
New York
$485K -$1.28K -33 -0.3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$481K -$3.53K -85 -0.7%
CCM
59
Canal Capital Management
Virginia
$466K +$466K +12,014 New
AAS
60
Avantax Advisory Services
Texas
$457K +$69.9K +1,802 +18%
AWS
61
Atria Wealth Solutions
New York
$451K -$92.7K -2,382 -17%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$438K -$701K -18,064 -62%
Ameriprise
63
Ameriprise
Minnesota
$431K -$36.1K -929 -8%
WA
64
Waverly Advisors
Alabama
$412K +$582 +15 +0.1%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$409K -$19.4K -500 -5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$406K -$49.7K -1,280 -11%
Corient Private Wealth
67
Corient Private Wealth
Florida
$403K -$2.8K -72 -0.7%
SPIA
68
Steward Partners Investment Advisory
New York
$392K -$428K -11,033 -52%
SG
69
StoneX Group
New York
$384K -$72.5K -1,857 -16%
RWB
70
RMR Wealth Builders
New Jersey
$374K +$1.86K +48 +0.5%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$366K -$26.8K -690 -7%
KP
72
Keel Point
Alabama
$361K
PA
73
Parallel Advisors
California
$353K
EWA
74
Evolution Wealth Advisors
Florida
$344K
DWM
75
Destination Wealth Management
California
$343K -$2.65M -68,234 -89%