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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
SCM
51
Sage Capital Management
New Jersey
$667K +$2.71K +71 +0.5%
MG
52
Marex Group
$659K -$192K -5,041 -25%
GS
53
GTS Securities
New York
$628K +$549K +14,417 New
PAG
54
Private Advisor Group
New Jersey
$606K -$2.96M -77,791 -85%
Mariner
55
Mariner
Kansas
$591K -$6.25K -164 -1%
SA
56
Sanctuary Advisors
Indiana
$585K -$26.9K -707 -5%
SRC
57
Shufro Rose & Co
New York
$572K
Goldman Sachs
58
Goldman Sachs
New York
$553K -$8.46K -222 -2%
AAS
59
Avantax Advisory Services
Texas
$482K -$27.2K -713 -6%
OC
60
Oppenheimer & Co
New York
$466K -$68.2K -1,791 -14%
WA
61
Waverly Advisors
Alabama
$463K +$343 +9 +0.1%
SG
62
StoneX Group
New York
$460K +$27.5K +721 +7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$409K -$44.2K -1,161 -11%
RWB
64
RMR Wealth Builders
New Jersey
$406K -$12.5K -329 -3%
US Bancorp
65
US Bancorp
Minnesota
$401K -$184K -4,825 -34%
SPIA
66
Steward Partners Investment Advisory
New York
$400K -$35.5K -932 -9%
PA
67
Parallel Advisors
California
$396K
IWC
68
Integrated Wealth Concepts
Massachusetts
$394K -$209K -5,491 -38%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$391K -$90.6K -2,378 -21%
EWA
70
Evolution Wealth Advisors
Florida
$387K
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$386K -$25.3K -663 -7%
DWM
72
Destination Wealth Management
California
$374K -$9.26K -243 -3%
PI
73
PFG Investments
New York
$369K +$8.61K +226 +3%
TC
74
TownSquare Capital
Utah
$341K -$27.3K -716 -8%
JIC
75
Joel Isaacson & Co
New York
$338K +$1.56K +41 +0.5%

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.