We are live on ! Find out more
LIT icon

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
William Blair & Company
101
William Blair & Company
Illinois
$164K -$72.5K -1,645 -29%
HI
102
Harbour Investments
Wisconsin
$127K -$31.4K -713 -19%
SS
103
SBI Securities
Japan
$122K +$131K +2,981 New
T2I
104
Turim 21 Investimentos
Brazil
$117K
AWM
105
Activest Wealth Management
Florida
$110K
AWM
106
AE Wealth Management
Kansas
$109K +$118K +2,680 New
FF
107
Friedenthal Financial
New Jersey
$109K +$118K +2,671 New
Barclays
108
Barclays
United Kingdom
$108K +$25.7K +582 +28%
GWM
109
Geneos Wealth Management
Colorado
$106K +$38.1K +864 +50%
FCMT
110
Founders Capital Management (Texas)
Texas
$103K -$36.2K -820 -24%
PS
111
Principal Securities
Iowa
$96.1K -$23.7K -537 -19%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.4K -$17K -385 -14%
NA
113
NewEdge Advisors
Louisiana
$94.9K -$4.5K -102 -4%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$92.8K +$7.05K +160 +8%
EDRH
115
Edmond de Rothschild Holding
Switzerland
$84.2K +$77.6K +1,760 +587%
SS
116
Sunbelt Securities
Texas
$81.1K -$67.6K -1,534 -44%
FFL
117
Financial Freedom LLC
Ohio
$81K -$13.8K -313 -14%
AWM
118
Avior Wealth Management
Nebraska
$66.7K
HIMS
119
Hager Investment Management Services
New Hampshire
$66.1K +$71.5K +1,621 New
IA
120
IFP Advisors
Florida
$64.6K -$9.17K -208 -12%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$62.1K -$8.29K -188 -11%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$61.7K -$42.5K -964 -39%
BFPW
123
BOK Financial Private Wealth
Colorado
$58.1K
CFP
124
Comprehensive Financial Planning
Pennsylvania
$56.6K +$61.1K +1,387 New
RIL
125
Rothschild Investment LLC
Illinois
$54.7K +$19.8K +450 +50%

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.