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Global X Lithium & Battery Tech ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$223K +$223K +4,385 New
NW
177
NewEdge Wealth
Pennsylvania
$222K
KPWS
178
Kestra Private Wealth Services
Texas
$221K -$17.9K -352 -7%
CW
179
Channel Wealth
California
$217K -$24.5K -481 -10%
AIP
180
Ameritas Investment Partners
Nebraska
$213K -$2.8K -55 -1%
PA
181
PFG Advisors
Arizona
$210K -$28.9K -567 -12%
RPCONE
182
Retirement Planning Company of New England
Rhode Island
$210K +$210K +4,114 New
NS
183
NBC Securities
Alabama
$208K -$55.2K -1,085 -21%
IA
184
IFP Advisors
Florida
$200K -$8.15K -160 -4%
PMAM
185
Picton Mahoney Asset Management
Ontario, Canada
$183K +$61K +1,200 +50%
SW
186
SteelPeak Wealth
California
$174K -$27.4K -534 -14%
CAL
187
Capital Analysts LLC
Pennsylvania
$172K +$83.4K +1,633 +94%
RDFA
188
Ritter Daniher Financial Advisory
Ohio
$167K -$50.9K -1,000 -23%
T2I
189
Turim 21 Investimentos
Brazil
$147K
CAM
190
Creekmur Asset Management
Illinois
$143K +$143K +2,812 New
SWM
191
Spire Wealth Management
Virginia
$143K -$4.33K -97 -3%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K -$6.83K -134 -5%
FFL
193
Financial Freedom LLC
Ohio
$134K +$51.2K +1,005 +62%
AA
194
Ancora Advisors
Ohio
$131K -$108K -2,119 -45%
VNA
195
Valley National Advisers
Pennsylvania
$123K -$81.9K -1,613 -40%
EWA
196
EP Wealth Advisors
California
$123K -$84.8K -1,665 -41%
FFA
197
Farther Finance Advisors
California
$117K +$110K +2,155 +1,446%
Bank Julius Baer & Co
198
Bank Julius Baer & Co
Switzerland
$108K +$108K +2,123 New
AWM
199
Avior Wealth Management
Nebraska
$106K -$53.7K -1,055 -34%
SS
200
Sunbelt Securities
Texas
$105K -$74.4K -1,460 -41%