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Global X Lithium & Battery Tech ETF

267 hedge funds and large institutions have $202M invested in Global X Lithium & Battery Tech ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 37 increasing their positions, 92 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $10.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1.77% less ownership

Funds ownership: 20.34%18.57% (-1.8%)

3% less funds holding

Funds holding: 276267 (-9)

49% less capital invested

Capital invested by funds: $399M → $202M (-$197M)

60% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 92

Holders
267
Holders Change
-9
Holders Change %
-3.26%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
37
Reduced
92
Closed
46
Calls
$16.7M
Puts
$10.4M
Net Calls
+$6.33M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
51
Walleye Trading
New York
$678K +$733K +16,635 New
SRC
52
Shufro Rose & Co
New York
$675K +$79.4K +1,800 +12%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$625K -$3.08M -69,863 -82%
Simplex Trading
54
Simplex Trading
Illinois
$617K +$660K +14,963 +7,917%
Creative Planning
55
Creative Planning
Kansas
$610K -$48.9K -1,110 -7%
HAFG
56
Hansen & Associates Financial Group
California
$599K +$630K +14,283 New
EWA
57
Evolution Wealth Advisors
Florida
$572K +$227K +5,160 +58%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$565K +$557K +12,644 +1,054%
PWM
59
Pines Wealth Management
North Carolina
$543K +$602K +13,660 New
IAA
60
Independent Advisor Alliance
North Carolina
$541K +$585K +13,259 New
SA
61
Sanctuary Advisors
Indiana
$537K +$2.12K +48 +0.4%
PAG
62
Private Advisor Group
New Jersey
$506K -$65.4K -1,483 -11%
SCM
63
Sage Capital Management
New Jersey
$492K -$142K -3,227 -21%
SG Americas Securities
64
SG Americas Securities
New York
$472K +$279K +6,327 +121%
AWM
65
Axxcess Wealth Management
California
$452K +$215K +4,888 +79%
SG
66
StoneX Group
New York
$437K +$5.07K +115 +1%
Truist Financial
67
Truist Financial
North Carolina
$434K -$492K -11,164 -51%
OC
68
Oppenheimer & Co
New York
$416K -$21.6K -491 -5%
AAS
69
Avantax Advisory Services
Texas
$372K -$85.3K -1,934 -18%
PA
70
Parallel Advisors
California
$370K -$926 -21 -0.2%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$363K +$115K +2,613 +41%
US Bancorp
72
US Bancorp
Minnesota
$352K -$24.6K -557 -6%
SPIA
73
Steward Partners Investment Advisory
New York
$335K -$42.4K -961 -10%
DWM
74
Destination Wealth Management
California
$334K -$17.8K -404 -5%
TC
75
TownSquare Capital
Utah
$330K +$12.4K +282 +4%

LIT Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2024, worth a combined $202M — down 49% from $399M a quarter earlier.

Fund positioning in LIT was balanced in Q4 2024: 46 funds opened new positions, 46 closed out, 37 added to existing stakes and 92 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $2.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $144M sold.

  • 267 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2024, down from 276 in Q3 2024.
  • Funds reported $202M of Global X Lithium & Battery Tech ETF stock for Q4 2024, down 49% quarter-over-quarter.
  • 46 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2024 and 46 closed out, a net change of 0 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2024 was Grimes & Company, an estimated $2.65M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2024.