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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
SPC
76
Sigma Planning Corp
Michigan
$330K -$20K -525 -6%
SCA
77
Snowden Capital Advisors
New York
$320K -$9.41K -247 -3%
FHA
78
Flagship Harbor Advisors
Massachusetts
$319K -$651K -17,085 -70%
ASN
79
Advisory Services Network
Georgia
$313K
AWS
80
Atria Wealth Solutions
New York
$302K -$177K -4,642 -40%
IFG
81
Independent Financial Group
California
$296K -$56.5K -1,484 -18%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$292K -$143K -3,758 -36%
IAS
83
Insigneo Advisory Services
Florida
$288K -$27.5K -721 -10%
MFG
84
Magnus Financial Group
New York
$275K +$25.6K +672 +12%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$275K -$18K -473 -7%
HF
86
HRT Financial
New York
$274K -$418K -10,959 -64%
SWP
87
Stratos Wealth Partners
Ohio
$274K -$5.64K -148 -2%
AWM
88
Axxcess Wealth Management
California
$270K -$16K -421 -6%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$267K -$17.5K -459 -7%
CAM
90
Cresset Asset Management
Illinois
$265K -$1.64K -43 -0.7%
GKWIM
91
Gerber Kawasaki Wealth & Investment Management
California
$261K -$202K -5,315 -47%
KC
92
Kepos Capital
New York
$255K +$223K +5,855 New
William Blair & Company
93
William Blair & Company
Illinois
$247K -$38.7K -1,017 -15%
SG Americas Securities
94
SG Americas Securities
New York
$228K -$958K -25,140 -83%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$227K -$3.92M -102,928 -95%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$224K
BWM
97
BCS Wealth Management
Tennessee
$224K +$196K +5,150 New
CF
98
Centaurus Financial
California
$213K +$1.49K +39 +0.8%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$212K -$23.7K -623 -11%
LFG
100
Larson Financial Group
Missouri
$212K -$34.8K -913 -16%

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.