We are live on ! Find out more
LIT icon

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
Morgan Stanley
1
Morgan Stanley
New York
$18.2M -$1.91M -43,336 -9%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$17.9M -$318K -7,220 -2%
Bank of America
3
Bank of America
North Carolina
$14.4M -$4.18M -94,803 -21%
LPL Financial
4
LPL Financial
California
$14.4M -$3.07M -69,525 -16%
WH
5
Whitcomb & Hess
Ohio
$7.53M -$58K -1,315 -0.7%
Jane Street
6
Jane Street
New York
$6.73M -$10.4M -236,347 -59%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.05M -$921K -20,886 -12%
UBS Group
8
UBS Group
Switzerland
$5.85M -$1.26M -28,482 -17%
KDA
9
Kraft Davis & Associates
Missouri
$5.49M -$64.9K -1,473 -1%
CI
10
CX Institutional
Indiana
$5.3M +$477K +10,819 +9%
OMC
11
Old Mission Capital
Illinois
$4.71M +$190K +4,308 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.33M -$1.3M -29,458 -22%
Wells Fargo
13
Wells Fargo
California
$4.32M -$3.41M -77,306 -42%
HFF
14
Halter Ferguson Financial
Indiana
$4.3M +$226K +5,120 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$4.02M +$479K +10,860 +12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.82M +$136K +3,090 +3%
LF
17
Longbow Finance
Switzerland
$3.29M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.76M -$808K -18,339 -21%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.67M -$190K -4,319 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.5M -$456K -10,341 -14%
Raymond James Financial
21
Raymond James Financial
Florida
$2.45M +$2.65M +60,163 New
GC
22
Grimes & Company
Massachusetts
$2.45M +$2.65M +60,026 New
Citigroup
23
Citigroup
New York
$2.12M -$617K -14,005 -21%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.02M -$6.5M -147,348 -75%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.99M +$739K +16,765 +52%

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.