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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$144M +$11M +289,019 +3,462%
Morgan Stanley
2
Morgan Stanley
New York
$21.3M -$9.66M -253,435 -34%
Bank of America
3
Bank of America
North Carolina
$19.6M -$2.77M -72,811 -14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.5M -$332K -8,721 -2%
LPL Financial
5
LPL Financial
California
$18.4M -$3.65M -95,930 -19%
Jane Street
6
Jane Street
New York
$17.5M +$5.8M +152,118 +61%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.58M +$4.73M +124,119 +171%
WH
8
Whitcomb & Hess
Ohio
$8.11M +$322K +8,441 +5%
Wells Fargo
9
Wells Fargo
California
$7.99M +$23K +605 +0.3%
UBS Group
10
UBS Group
Switzerland
$7.49M -$3.5M -91,949 -35%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.38M -$507K -13,301 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.91M +$883K +23,165 +21%
KDA
13
Kraft Davis & Associates
Missouri
$5.79M -$133K -3,500 -3%
CI
14
CX Institutional
Indiana
$5.19M -$1.02M -26,748 -18%
OMC
15
Old Mission Capital
Illinois
$4.84M -$2.13M -55,917 -33%
HFF
16
Halter Ferguson Financial
Indiana
$4.38M +$281K +7,389 +8%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$4.15M -$1.52M -39,998 -30%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.95M -$933K -24,498 -21%
Citadel Advisors
19
Citadel Advisors
Florida
$3.83M +$3.26M +85,565 +3,764%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.75M -$412K -10,827 -11%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$3.6M +$2.32M +60,835 +254%
LF
22
Longbow Finance
Switzerland
$3.55M
Osaic Holdings
23
Osaic Holdings
Arizona
$3.12M -$498K -13,067 -15%
SIGI
24
Susquehanna International Group (Ireland)
Ireland
$3.05M +$2.67M +70,000 New
MML Investors Services
25
MML Investors Services
Massachusetts
$3.04M -$210K -5,523 -7%

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.