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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$330K -$48.8K -1,108 -12%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$327K -$60.5K -1,373 -15%
FHA
78
Flagship Harbor Advisors
Massachusetts
$326K +$29.1K +661 +9%
LHWM
79
Lake Hills Wealth Management
Texas
$324K +$351K +7,955 New
Mariner
80
Mariner
Kansas
$323K -$248K -5,617 -41%
PI
81
PFG Investments
New York
$322K -$25.3K -573 -7%
Lido Advisors
82
Lido Advisors
California
$316K +$341K +7,744 New
BWM
83
BCS Wealth Management
Tennessee
$304K +$101K +2,300 +45%
SCA
84
Snowden Capital Advisors
New York
$294K -$6.75K -153 -2%
SPC
85
Sigma Planning Corp
Michigan
$289K -$21.9K -497 -7%
IWC
86
Integrated Wealth Concepts
Massachusetts
$281K -$95.2K -2,160 -24%
GWM
87
GK Wealth Management
Nevada
$271K +$294K +6,658 New
MCM
88
MAI Capital Management
Ohio
$270K +$292K +6,626 New
Group One Trading
89
Group One Trading
Illinois
$269K +$291K +6,603 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$267K -$6.61K -150 -2%
DADC
91
D.A. Davidson & Co
Montana
$252K +$272K +6,170 New
CAM
92
Cresset Asset Management
Illinois
$244K -$4.94K -112 -2%
IFG
93
Independent Financial Group
California
$242K -$37.7K -855 -13%
GS
94
GTS Securities
New York
$237K -$379K -8,596 -60%
SWP
95
Stratos Wealth Partners
Ohio
$237K -$20.9K -473 -8%
MFG
96
Magnus Financial Group
New York
$237K -$22.1K -502 -8%
IAS
97
Insigneo Advisory Services
Florida
$233K -$39.1K -886 -13%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$214K -$154K -3,501 -40%
LFG
99
Larson Financial Group
Missouri
$189K -$10.2K -231 -5%
CF
100
Centaurus Financial
California
$185K -$14.9K -339 -7%

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.