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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
KFI
151
Key Financial Inc
Pennsylvania
$84.9K +$61.8K +1,002 +326%
IAIM
152
International Assets Investment Management
Florida
$84.6K +$80.4K +1,305 New
AF
153
Allworth Financial
California
$82.5K +$33.4K +542 +74%
UOTTAIMCU
154
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$81.1K +$77K +1,250 New
CA
155
CoreCap Advisors
Michigan
$80.6K
RFP
156
Root Financial Partners
California
$73.5K +$68.9K +1,118 +7,453%
IA
157
IFP Advisors
Florida
$71.5K -$10.6K -172 -13%
GRP
158
Global Retirement Partners
California
$68.6K -$13.7K -222 -17%
FCMT
159
Founders Capital Management (Texas)
Texas
$65.8K
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$64.2K -$2.03K -33 -3%
PA
161
Parallel Advisors
California
$63.9K +$22.5K +365 +59%
RIA
162
Realta Investment Advisors
Delaware
$63.3K -$693K -11,242 -92%
IUHSA
163
Itau Unibanco Holding S.A.
Brazil
$59.2K
MCM
164
MAI Capital Management
Ohio
$56.8K -$24.7K -400 -31%
CIAS
165
Capital Investment Advisory Services
North Carolina
$55.4K
OWP
166
ORG Wealth Partners
Texas
$53.3K +$50.6K +821 New
AF
167
Advisornet Financial
Minnesota
$51.9K
William Blair & Company
168
William Blair & Company
Illinois
$51K
RFG
169
REAP Financial Group
Texas
$49.7K
PP
170
Pacifica Partners
Canada
$46.4K -$6.78K -110 -14%
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$45.7K +$43.4K +705 New
GWM
172
Geneos Wealth Management
Colorado
$44.4K
TWC
173
TD Waterhouse Canada
Ontario, Canada
$43K
Walleye Trading
174
Walleye Trading
New York
$42.4K +$40.3K +654 New
AC
175
AlphaCore Capital
California
$42.3K +$30.8K +500 +333%