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Global X Lithium & Battery Tech ETF

289 hedge funds and large institutions have $252M invested in Global X Lithium & Battery Tech ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 116 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 19.76%19.76% (-0%)

12% less funds holding

Funds holding: 329289 (-40)

22% less capital invested

Capital invested by funds: $325M → $252M (-$72.7M)

57% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 61

62% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 116

82% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $66.9M

Holders
289
Holders Change
-40
Holders Change %
-12.16%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
44
Reduced
116
Closed
61
Calls
$12.1M
Puts
$66.9M
Net Calls
-$54.9M
Net Calls Change
-$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$587K +$598K +13,720 New
SRC
52
Shufro Rose & Co
New York
$572K
IWC
53
Integrated Wealth Concepts
Massachusetts
$564K -$195K -4,469 -24%
US Bancorp
54
US Bancorp
Minnesota
$544K -$2.79K -64 -0.5%
Mariner
55
Mariner
Kansas
$532K -$290K -6,643 -33%
AFO
56
Arrowroot Family Office
California
$503K -$6.98K -160 -1%
Goldman Sachs
57
Goldman Sachs
New York
$501K +$93.4K +2,142 +20%
DFA
58
DHK Financial Advisors
New Hampshire
$497K
OC
59
Oppenheimer & Co
New York
$485K -$1.44K -33 -0.3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$481K -$3.71K -85 -0.7%
CCM
61
Canal Capital Management
Virginia
$466K +$524K +12,014 New
AAS
62
Avantax Advisory Services
Texas
$457K +$78.6K +1,802 +18%
AWS
63
Atria Wealth Solutions
New York
$451K -$104K -2,382 -17%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$438K -$788K -18,064 -62%
Ameriprise
65
Ameriprise
Minnesota
$431K -$40.5K -929 -8%
WA
66
Waverly Advisors
Alabama
$412K +$654 +15 +0.1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$409K -$21.8K -500 -5%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$406K -$55.8K -1,280 -11%
Corient Private Wealth
69
Corient Private Wealth
Florida
$403K -$3.14K -72 -0.7%
SPIA
70
Steward Partners Investment Advisory
New York
$392K -$481K -11,033 -52%
SG
71
StoneX Group
New York
$384K -$81K -1,857 -16%
RWB
72
RMR Wealth Builders
New Jersey
$374K +$2.09K +48 +0.5%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$366K -$30.1K -690 -7%
KP
74
Keel Point
Alabama
$361K
PA
75
Parallel Advisors
California
$353K

LIT Hedge Fund Activity: Q2 2024 in Review

289 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2024, worth a combined $252M — down 22% from $325M a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of LIT and 26 opened new positions — a net loss of 35 holders — while 116 trimmed existing stakes and 44 added.

The largest buyer was Jane Street, adding an estimated $6.49M. The largest seller was Mirae Asset Global Investments, cutting an estimated $9.97M.

  • 289 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2024, down from 329 in Q1 2024.
  • Funds reported $252M of Global X Lithium & Battery Tech ETF stock for Q2 2024, down 22% quarter-over-quarter.
  • 26 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2024 and 61 closed out, a net change of -35 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2024 was Jane Street, an estimated $6.49M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2024 was Mirae Asset Global Investments, an estimated $9.97M sold.

Based on aggregated 13F filings for Q2 2024.