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Global X Lithium & Battery Tech ETF

329 hedge funds and large institutions have $325M invested in Global X Lithium & Battery Tech ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 120 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $11.7M

2.94% less ownership

Funds ownership: 22.71%19.76% (-2.9%)

13% less funds holding

Funds holding: 376329 (-47)

28% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 120

31% less capital invested

Capital invested by funds: $469M → $325M (-$144M)

58% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 71

Holders
329
Holders Change
-47
Holders Change %
-12.5%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
87
Reduced
120
Closed
71
Calls
$26.4M
Puts
$11.7M
Net Calls
+$14.7M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.1M -$22.3M -501,566 -41%
LPL Financial
2
LPL Financial
California
$28.6M -$4.81M -108,042 -15%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$26.8M +$9.21M +206,609 +54%
Bank of America
4
Bank of America
North Carolina
$21.6M -$11.1M -248,122 -34%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$12.6M -$6.32M -141,949 -36%
UBS Group
6
UBS Group
Switzerland
$10.6M -$2.46M -55,237 -19%
Wells Fargo
7
Wells Fargo
California
$8.59M -$2.68M -60,184 -24%
WH
8
Whitcomb & Hess
Ohio
$7.63M +$7.51M +168,567 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.37M -$681K -15,294 -9%
CI
10
CX Institutional
Indiana
$6.4M +$3.03M +67,962 +93%
KDA
11
Kraft Davis & Associates
Missouri
$6.34M -$225K -5,046 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.4M +$3.57M +80,106 +205%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.24M +$39.4K +884 +0.8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.15M -$3.77M -84,666 -43%
Squarepoint
15
Squarepoint
New York
$5.12M +$2.45M +54,893 +95%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.87M +$134K +3,001 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.79M -$1.75M -39,248 -27%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.72M -$1.28M -28,812 -22%
Jane Street
19
Jane Street
New York
$4.55M -$12.6M -283,521 -74%
PAG
20
Private Advisor Group
New Jersey
$4.12M -$1.29M -28,902 -24%
Citigroup
21
Citigroup
New York
$3.85M +$478K +10,736 +14%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.66M +$40.5K +910 +1%
LF
23
Longbow Finance
Switzerland
$3.63M
DWM
24
Destination Wealth Management
California
$3.49M +$424K +9,519 +14%
MD
25
Money Design
Japan
$3.33M +$127K +2,841 +4%

LIT Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2024, worth a combined $325M — down 31% from $469M a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of LIT and 30 opened new positions — a net loss of 41 holders — while 120 trimmed existing stakes and 87 added.

The largest buyer was PNC Financial Services Group, adding an estimated $9.21M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 329 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2024, down from 376 in Q4 2023.
  • Funds reported $325M of Global X Lithium & Battery Tech ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 30 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2024 and 71 closed out, a net change of -41 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $9.21M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2024.