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Global X Lithium & Battery Tech ETF

267 hedge funds and large institutions have $202M invested in Global X Lithium & Battery Tech ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 37 increasing their positions, 92 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $10.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1.77% less ownership

Funds ownership: 20.34%18.57% (-1.8%)

3% less funds holding

Funds holding: 276267 (-9)

49% less capital invested

Capital invested by funds: $399M → $202M (-$197M)

60% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 92

Holders
267
Holders Change
-9
Holders Change %
-3.26%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
37
Reduced
92
Closed
46
Calls
$16.7M
Puts
$10.4M
Net Calls
+$6.33M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RMP
201
Richards, Merrill & Peterson
Washington
$8.16K +$8.82K +200 New
FP
202
Financial Perspectives
Minnesota
$7.96K
EWA
203
EverSource Wealth Advisors
Alabama
$7.67K +$8.29K +188 New
DF
204
Dunhill Financial
United Kingdom
$7.55K -$2.03K -46 -20%
WWM
205
Wolff Wiese Magana
California
$7.54K
PS
206
Pinney & Scofield
Massachusetts
$7.54K +$8.16K +185 New
MA
207
Modus Advisors
Minnesota
$7.2K +$7.8K +177 New
CFFP
208
Center for Financial Planning
Michigan
$6.49K
CJ
209
Caitlin John
Michigan
$6.32K
PA
210
PSI Advisors
Florida
$6.2K +$4.41K +100 +192%
MA
211
Montag & Associates
Georgia
$6.14K
AIP
212
Ameritas Investment Partners
Nebraska
$6.12K
T
213
Tidemark
California
$5.83K -$31.3K -709 -83%
CTB
214
Country Trust Bank
Illinois
$5.38K
Franklin Resources
215
Franklin Resources
California
$5.3K
PAG
216
Paladin Advisory Group
Iowa
$5.3K
HNB
217
Huntington National Bank
Ohio
$5.11K
BWL
218
Bogart Wealth LLC
Virginia
$5.1K +$4.85K +110 +733%
CSB
219
City State Bank
Iowa
$4.89K
CTWM
220
Cherry Tree Wealth Management
Minnesota
$4.57K
JGIA
221
Jackson Grant Investment Advisers
Connecticut
$4.31K
FHA
222
First Horizon Advisors
Tennessee
$4.25K
VWA
223
VSM Wealth Advisory
Maryland
$4.18K +$4.54K +103 New
HWA
224
HHM Wealth Advisors
Tennessee
$4.08K
WT
225
Washington Trust
Rhode Island
$4.08K

LIT Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2024, worth a combined $202M — down 49% from $399M a quarter earlier.

Fund positioning in LIT was balanced in Q4 2024: 46 funds opened new positions, 46 closed out, 37 added to existing stakes and 92 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $2.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $144M sold.

  • 267 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2024, down from 276 in Q3 2024.
  • Funds reported $202M of Global X Lithium & Battery Tech ETF stock for Q4 2024, down 49% quarter-over-quarter.
  • 46 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2024 and 46 closed out, a net change of 0 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2024 was Grimes & Company, an estimated $2.65M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2024.