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Global X Lithium & Battery Tech ETF
LIT

Overview Fund Activity

374 hedge funds and large institutions have $468M invested in Global X Lithium & Battery Tech ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-8
Holders Change %
-2.09%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
66
Increased
60
Reduced
152
Closed
69
Calls
$21.3M
Puts
$18.5M
Net Calls
+$2.76M
Net Calls Change
-$18.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$62.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$20.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.02M
5
Bank of America
Bank of America
North Carolina
$36.9M

Top Sellers

1
Jane Street
Jane Street
New York
$19.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$727K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$4.67M
4
LPL Financial
LPL Financial
California
$37.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
151
Wealthspire Advisors (New York)
New York
$289K +$5.09K +100 +2%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$287K – – –
FCMT
153
Founders Capital Management (Texas)
Texas
$265K -$462K -9,070 -64%
GS
154
GTS Securities
New York
$265K +$265K +5,201 New
WWP
155
Walden Wealth Partners
Ohio
$265K +$265K +5,200 New
JPLA
156
Joseph P. Lucia & Associates
New York
$263K -$27.5K -540 -9%
IA
157
IAM Advisory
Pennsylvania
$262K +$262K +5,148 New
PI
158
PEAK6 Investments
Illinois
$260K +$260K +5,111 New
BPA
159
Beacon Pointe Advisors
California
$256K -$24K -472 -9%
CPRC
160
Consolidated Portfolio Review Corp
New York
$255K -$114K -2,238 -31%
ICG
161
InterOcean Capital Group
Tennessee
$254K -$1.42M -27,815 -85%
LFAS
162
Level Four Advisory Services
Texas
$252K -$150K -2,943 -37%
TSS
163
Two Sigma Securities
New York
$248K +$248K +4,869 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$242K +$79.5K +1,560 +49%
AWM
165
Apollon Wealth Management
South Carolina
$239K -$140K -2,756 -37%
AWA
166
Arete Wealth Advisors
Illinois
$239K +$31K +608 +15%
NWM
167
Napa Wealth Management
California
$238K +$238K +4,676 New
OFG
168
Oxford Financial Group
Indiana
$236K – – –
Cerity Partners
169
Cerity Partners
New York
$236K -$5.05K -99 -2%
TWM
170
Triton Wealth Management
Arizona
$234K -$13.8K -284 -6%
GWP
171
Gateway Wealth Partners
Wisconsin
$232K -$139K -2,722 -37%
KC
172
Kepos Capital
New York
$227K +$227K +4,447 New
BAM
173
Belpointe Asset Management
Nevada
$227K +$227K +4,452 New
DAS
174
Dynamic Advisor Solutions
Arizona
$226K -$11.1K -229 -5%
MSAM
175
Moloney Securities Asset Management
Missouri
$226K +$1.43K +28 +0.6%
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7
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