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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
WOC
151
West Oak Capital
California
$27K
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$26.9K
BCWM
153
Bartlett & Co Wealth Management
Ohio
$24.5K
WIM
154
Westside Investment Management
California
$24.5K
GSWM
155
Golden State Wealth Management
California
$23.4K +$25.4K +575 New
SWM
156
Spire Wealth Management
Virginia
$22.8K -$2.25K -51 -8%
CWM
157
Crowley Wealth Management
Delaware
$22.8K +$24.6K +558 New
BAM
158
Bellevue Asset Management
Washington
$22.6K
GRP
159
Global Retirement Partners
California
$21.7K -$42.4K -962 -64%
HBW
160
Hazlett, Burt & Watson
West Virginia
$21K -$8.55K -194 -28%
CFS
161
CGC Financial Services
Oregon
$21K
AWM
162
Atticus Wealth Management
Florida
$20.4K
MFT
163
Moisand Fitzgerald Tamayo
Florida
$20.4K
FWP
164
FAS Wealth Partners
Kansas
$19.1K
NCM
165
Northwest Capital Management
Oregon
$18.8K
AA
166
Ancora Advisors
Ohio
$18.6K -$80.1K -1,817 -80%
FC
167
Fairscale Capital
New Hampshire
$18.3K -$17.6K -399 -47%
LFA
168
Legend Financial Advisors
Pennsylvania
$18.1K +$10.1K +228 +106%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$17.4K +$1.63K +37 +10%
FCAS
170
First Command Advisory Services
Texas
$17.3K
TFGT
171
TS Financial Group (TSFG)
Illinois
$17K
SIS
172
Sound Income Strategies
Florida
$15.6K
WWP
173
WR Wealth Planners
Missouri
$14.3K -$28.7K -650 -65%
HWP
174
Highline Wealth Partners
California
$14.3K
ACA
175
Aptus Capital Advisors
Alabama
$14.1K -$44 -1 -0.3%

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.