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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 %
AAP
201
Arax Advisory Partners
Colorado
$101K -$42.3K -830 -30%
EWM
202
EPG Wealth Management
Georgia
$100K +$738 +18 +0.7%
GWM
203
Geneos Wealth Management
Colorado
$99.8K -$11.6K -228 -10%
BBHC
204
Brown Brothers Harriman & Co
New York
$97K -$8.25K -162 -8%
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$96.8K
CIA
206
Cape Investment Advisory
Georgia
$94K -$43.1K -847 -31%
Comerica Bank
207
Comerica Bank
Texas
$89.4K -$38.8K -761 -30%
IBOK
208
Independence Bank of Kentucky
Kentucky
$88.5K -$2.55K -50 -3%
BLC
209
Brown, Lisle/Cummings
Rhode Island
$85.4K
AF
210
Advisornet Financial
Minnesota
$85.1K -$1.78K -35 -2%
LC
211
Lindbrook Capital
California
$82.7K -$9.17K -180 -10%
HBW
212
Hazlett, Burt & Watson
West Virginia
$80K -$31.7K -618 -28%
LOIP
213
Live Oak Investment Partners
Texas
$77.5K -$84K
GWSG
214
GPS Wealth Strategies Group
Colorado
$77.1K
TWC
215
TD Waterhouse Canada
Ontario, Canada
$76.3K -$46.8K -915 -38%
AWM
216
AllSquare Wealth Management
New York
$73.9K -$35.4K -694 -32%
CFGS
217
Concourse Financial Group Securities
Alabama
$73.2K -$8.36K -163 -10%
BFPW
218
BOK Financial Private Wealth
Colorado
$72.8K
BWP
219
Baldwin Wealth Partners
Massachusetts
$72.3K -$1.78K -35 -2%
QC
220
Quent Capital
New York
$66.8K +$11.2K +220 +20%
ST
221
Smithfield Trust
Pennsylvania
$59K
ATC
222
Advantage Trust Company
Kansas
$58.6K +$58.6K +1,150 New
RFG
223
RFP Financial Group
Georgia
$55.9K
RIL
224
Rothschild Investment LLC
Illinois
$54.4K +$54.4K +1,067 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$51.6K