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Global X Lithium & Battery Tech ETF

280 hedge funds and large institutions have $430M invested in Global X Lithium & Battery Tech ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.35M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

16% more capital invested

Capital invested by funds: $370M → $430M (+$59.5M)

0% more funds holding

Funds holding: 279280 (+1)

0.22% less ownership

Funds ownership: 25.09%24.87% (-0.22%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
68
Reduced
77
Closed
37
Calls
$16.7M
Puts
$7.35M
Net Calls
+$9.38M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Oxford Financial Group
Indiana
$345K
NW
102
NewEdge Wealth
Pennsylvania
$331K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$326K +$160K +2,235 +104%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$326K +$21.5K +301 +7%
PPW
105
PACK Private Wealth
Minnesota
$319K
Lido Advisors
106
Lido Advisors
California
$319K -$177K -2,468 -37%
EGA
107
E&G Advisors
Texas
$299K +$288K +4,023 New
RPCONE
108
Retirement Planning Company of New England
Rhode Island
$293K +$286 +4 +0.1%
ASN
109
Advisory Services Network
Georgia
$290K +$45K +629 +19%
IAS
110
Insigneo Advisory Services
Florida
$281K -$42.9K -600 -14%
KA
111
Kovack Advisors
Florida
$277K +$21.3K +298 +9%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$275K
KWS
113
Keystone Wealth Services
California
$257K -$26.8K -374 -10%
TWM
114
Triton Wealth Management
Arizona
$256K
SAI
115
Savvy Advisors Inc
New York
$255K +$245K +3,427 New
KP
116
Keel Point
Alabama
$254K
BFWM
117
Bright Futures Wealth Management
New York
$253K +$21.8K +305 +10%
KPWS
118
Kestra Private Wealth Services
Texas
$252K +$429 +6 +0.2%
LFG
119
Larson Financial Group
Missouri
$246K +$501 +7 +0.2%
PWM
120
Perigon Wealth Management
California
$239K -$25.1K -351 -10%
BIG
121
Brookwood Investment Group
Arizona
$239K +$230K +3,212 New
CIS
122
Custom Index Systems
New York
$238K +$229K +3,201 New
Baird Financial Group
123
Baird Financial Group
Wisconsin
$238K +$229K +3,200 New
IFG
124
Independent Financial Group
California
$237K -$3.01K -42 -1%
AA
125
Ancora Advisors
Ohio
$235K