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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
RPCONE
101
Retirement Planning Company of New England
Rhode Island
$211K +$184K +4,842 New
OFG
102
Oxford Financial Group
Indiana
$202K +$177K +4,637 New
HI
103
Harbour Investments
Wisconsin
$167K -$102K -2,667 -41%
SS
104
Sunbelt Securities
Texas
$152K +$28K +734 +27%
HAS
105
HBW Advisory Services
California
$149K -$9.37K -246 -7%
PI
106
PEAK6 Investments
Illinois
$149K -$42.3K -1,110 -25%
FCMT
107
Founders Capital Management (Texas)
Texas
$146K -$63.6K -1,670 -33%
PS
108
Principal Securities
Iowa
$126K -$59.9K -1,573 -35%
T2I
109
Turim 21 Investimentos
Brazil
$126K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$7.24K +190 +7%
AWM
111
Activest Wealth Management
Florida
$118K +$38 +1 +0%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$108K -$56.1K -1,472 -37%
EWA
113
EP Wealth Advisors
California
$108K +$94.3K +2,475 New
NA
114
NewEdge Advisors
Louisiana
$106K -$15.6K -410 -14%
FFL
115
Financial Freedom LLC
Ohio
$100K +$114 +3 +0.1%
AA
116
Ancora Advisors
Ohio
$99K
Barclays
117
Barclays
United Kingdom
$90.3K +$54.3K +1,424 +220%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$90K +$39.6K +1,040 +97%
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$79.7K -$3.85K -101 -6%
IA
120
IFP Advisors
Florida
$78.1K -$5.52K -145 -7%
GWM
121
Geneos Wealth Management
Colorado
$75.3K -$10.3K -271 -14%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$74.8K -$13.8K -362 -17%
PMAM
123
Picton Mahoney Asset Management
Ontario, Canada
$74K -$49.5K -1,300 -43%
AWM
124
Avior Wealth Management
Nebraska
$71.3K -$3.43K -90 -5%
LC
125
Lindbrook Capital
California
$70.8K

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.