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Global X Lithium & Battery Tech ETF

279 hedge funds and large institutions have $370M invested in Global X Lithium & Battery Tech ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 24

132% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $5.43M

20% more capital invested

Capital invested by funds: $308M → $370M (+$61.6M)

12% more funds holding

Funds holding: 249279 (+30)

1.32% more ownership

Funds ownership: 23.77%25.09% (+1.3%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
279
Holders Change
+30
Holders Change %
+12.05%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
54
Reduced
66
Closed
24
Calls
$12.6M
Puts
$5.43M
Net Calls
+$7.19M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$318K +$302K +4,900 New
Betterment LLC
102
Betterment LLC
New York
$314K +$20K +325 +7%
ES
103
Eagle Strategies
New York
$313K -$49.4K -802 -14%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$303K +$14.8K +240 +5%
OFG
105
Oxford Financial Group
Indiana
$301K
Squarepoint
106
Squarepoint
New York
$298K -$231K -3,744 -45%
NW
107
NewEdge Wealth
Pennsylvania
$289K
IAS
108
Insigneo Advisory Services
Florida
$284K -$216K -3,497 -44%
PPW
109
PACK Private Wealth
Minnesota
$278K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$265K -$20.2K -328 -7%
RPCONE
111
Retirement Planning Company of New England
Rhode Island
$255K -$15.8K -256 -6%
OC
112
Oppenheimer & Co
New York
$252K +$239K +3,885 New
KWS
113
Keystone Wealth Services
California
$249K
SWM
114
SFG Wealth Management
Maryland
$247K +$234K +3,801 New
Mariner
115
Mariner
Kansas
$246K -$58K -941 -20%
TWM
116
Triton Wealth Management
Arizona
$244K -$24.7K -400 -10%
DADC
117
D.A. Davidson & Co
Montana
$244K
HH
118
Hilltop Holdings
Texas
$243K +$231K +3,750 New
CLOS
119
Compagnie Lombard Odier SCmA
Switzerland
$240K +$228K +3,700 New
PWM
120
Perigon Wealth Management
California
$232K -$18.1K -293 -8%
OCM
121
One Capital Management
California
$229K +$217K +3,523 New
KA
122
Kovack Advisors
Florida
$222K +$211K +3,422 New
KP
123
Keel Point
Alabama
$222K +$211K +3,421 New
KPWS
124
Kestra Private Wealth Services
Texas
$219K +$208K +3,377 New
LFG
125
Larson Financial Group
Missouri
$214K -$24.8K -402 -11%