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Global X Lithium & Battery Tech ETF
LIT

Overview Fund Activity

374 hedge funds and large institutions have $468M invested in Global X Lithium & Battery Tech ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-8
Holders Change %
-2.09%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
66
Increased
60
Reduced
152
Closed
69
Calls
$21.3M
Puts
$18.5M
Net Calls
+$2.76M
Net Calls Change
-$18.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$62.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$20.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.02M
5
Bank of America
Bank of America
North Carolina
$36.9M

Top Sellers

1
Jane Street
Jane Street
New York
$19.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$727K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$4.67M
4
LPL Financial
LPL Financial
California
$37.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Sage Capital Management
New Jersey
$733K +$733K +14,393 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$727K -$16.8M -323,091 -96%
US Bancorp
78
US Bancorp
Minnesota
$719K +$17.4K +341 +2%
BRWA
79
B. Riley Wealth Advisors
Florida
$719K +$4.87K +95 +0.7%
HFF
80
Halter Ferguson Financial
Indiana
$703K +$703K +13,799 New
AWM
81
Axxcess Wealth Management
California
$687K -$213K -4,181 -24%
FFN
82
Focus Financial Network
Minnesota
$677K +$677K +13,201 New
LNC
83
Lincoln National Corp
Pennsylvania
$665K +$69.6K +1,367 +12%
AFO
84
Arrowroot Family Office
California
$658K -$119K -2,335 -15%
DFA
85
DHK Financial Advisors
New Hampshire
$653K – – –
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$644K +$644K +12,645 New
SAM
87
Smithbridge Asset Management
Pennsylvania
$634K -$57.5K -1,128 -8%
WWP
88
WR Wealth Planners
Missouri
$625K -$108K -2,118 -15%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$624K +$27.2K +534 +5%
AWM
90
AE Wealth Management
Kansas
$617K -$223K -5,135 -27%
PWM
91
Purus Wealth Management
California
$605K -$52.5K -1,030 -8%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$575K -$434K -8,528 -43%
PAS
93
Park Avenue Securities
New York
$574K -$324K -6,357 -36%
OC
94
Oppenheimer & Co
New York
$570K -$57.9K -1,137 -9%
HAS
95
HBW Advisory Services
California
$569K +$79.7K +1,862 +16%
WA
96
Waverly Advisors
Alabama
$559K -$2.19K -43 -0.4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$556K +$153K +2,997 +38%
SAS
98
Stelac Advisory Services
New York
$540K -$92.6K -1,806 -15%
SWP
99
Stratos Wealth Partners
Ohio
$534K -$257K -5,052 -33%
TC
100
TAP Consulting
Missouri
$531K +$531K +10,433 New
2 3
4
5 6