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Global X Lithium & Battery Tech ETF

420 hedge funds and large institutions have $688M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
104
Reduced
130
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
201
Valley National Advisers
Pennsylvania
$263K -$195 -3 -0.1%
TI
202
Truepoint Inc
Ohio
$260K -$9.75K -150 -4%
JWCA
203
J.W. Cole Advisors
Florida
$260K -$585 -9 -0.2%
SWM
204
Spire Wealth Management
Virginia
$258K
SW
205
SteelPeak Wealth
California
$258K -$9.33K -143 -3%
VA
206
Valmark Advisers
Ohio
$257K -$8K -123 -3%
BWP
207
Balboa Wealth Partners
Arizona
$253K -$66.2K -1,018 -21%
EWA
208
EP Wealth Advisors
California
$252K +$252K +18,522 New
MGIA
209
Moneta Group Investment Advisors
Missouri
$251K +$65 +1 +0%
PA
210
Pinnacle Associates
New York
$242K -$11.1K -170 -4%
FFN
211
Focus Financial Network
Minnesota
$239K -$14.4K -220 -6%
LSA
212
Lion Street Advisors
Texas
$239K +$239K +2,604 New
AA
213
Ancora Advisors
Ohio
$238K -$224K -3,446 -48%
ZIM
214
Zacks Investment Management
Illinois
$233K -$3.97K -61 -2%
TCM
215
Triumph Capital Management
Colorado
$231K -$5.61K -86 -2%
SWM
216
SeaCrest Wealth Management
New York
$230K -$530K -8,158 -70%
TI
217
Trexquant Investment
Connecticut
$229K +$229K +3,525 New
CIC
218
Cutler Investment Counsel
Oregon
$228K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K -$60.4K -929 -21%
SS
220
Sunbelt Securities
Texas
$227K +$1.63K +25 +0.7%
CF
221
Clarity Financial
Texas
$225K +$225K +3,455 New
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K +$224K +3,450 New
SAM
223
Secure Asset Management
Michigan
$223K +$17.6K +270 +9%
TFCP
224
Twin Focus Capital Partners
Massachusetts
$220K +$220K +3,390 New
BCM
225
Brookstone Capital Management
Illinois
$220K -$24K -359 -10%