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Global X Lithium & Battery Tech ETF

276 hedge funds and large institutions have $399M invested in Global X Lithium & Battery Tech ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 111 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $252M → $399M (+$147M)

0.58% more ownership

Funds ownership: 19.76%20.34% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 289276 (-13)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

45% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $37.7M

59% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 111

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
46
Reduced
111
Closed
43
Calls
$20.6M
Puts
$37.7M
Net Calls
-$17M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
201
Ritter Daniher Financial Advisory
Ohio
$10.3K -$114K -3,000 -93%
DF
202
Dunhill Financial
United Kingdom
$10.1K
BSB
203
Bangor Savings Bank
Maine
$9.64K +$38 +1 +0.5%
DJSG
204
D.J. St. Germain
Massachusetts
$9.59K
LFA
205
Legend Financial Advisors
Pennsylvania
$9.4K -$8.69K -228 -51%
RWPA
206
Richard W. Paul & Associates
Michigan
$9.07K
JIP
207
Jaffetilchin Investment Partners
Florida
$9.02K +$7.89K +207 New
HFS
208
Horizon Financial Services
North Carolina
$8.86K
B
209
Birchbrook
Maine
$8.72K
FAM
210
Flaharty Asset Management
Florida
$8.72K +$7.62K +200 New
FP
211
Financial Perspectives
Minnesota
$8.51K +$38 +1 +0.5%
WWM
212
Wolff Wiese Magana
California
$8.06K
Simplex Trading
213
Simplex Trading
Illinois
$8K +$7.2K +189 New
CJ
214
Caitlin John
Michigan
$7.19K
CFFP
215
Center for Financial Planning
Michigan
$6.93K
AIP
216
Ameritas Investment Partners
Nebraska
$6.54K
MA
217
Montag & Associates
Georgia
$6.54K
CTB
218
Country Trust Bank
Illinois
$5.75K
Franklin Resources
219
Franklin Resources
California
$5.72K
PAG
220
Paladin Advisory Group
Iowa
$5.67K
HNB
221
Huntington National Bank
Ohio
$5.46K
CSB
222
City State Bank
Iowa
$5.23K
CTWM
223
Cherry Tree Wealth Management
Minnesota
$4.88K
FCA
224
FinTrust Capital Advisors
South Carolina
$4.83K +$3.92K +103 +1,288%
JGIA
225
Jackson Grant Investment Advisers
Connecticut
$4.61K +$38 +1 +1%

LIT Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2024, worth a combined $399M — up 58% from $252M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LIT and 31 opened new positions — a net loss of 12 holders — while 111 trimmed existing stakes and 46 added.

The largest buyer was Focus Partners Wealth, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $9.66M.

  • 276 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2024, down from 289 in Q2 2024.
  • Funds reported $399M of Global X Lithium & Battery Tech ETF stock for Q3 2024, up 58% quarter-over-quarter.
  • 31 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2024 and 43 closed out, a net change of -12 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $11M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2024 was Morgan Stanley, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2024.