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Global X Lithium & Battery Tech ETF

279 hedge funds and large institutions have $370M invested in Global X Lithium & Battery Tech ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 24

132% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $5.43M

20% more capital invested

Capital invested by funds: $308M → $370M (+$61.6M)

12% more funds holding

Funds holding: 249279 (+30)

1.32% more ownership

Funds ownership: 23.77%25.09% (+1.3%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
279
Holders Change
+30
Holders Change %
+12.05%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
54
Reduced
66
Closed
24
Calls
$12.6M
Puts
$5.43M
Net Calls
+$7.19M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$80.4M +$50.7K +823 +0.1%
SPIA
2
Steward Partners Investment Advisory
New York
$21.9M -$5.31M -86,142 -20%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.2M -$1.08M -17,495 -6%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M +$1.35M +21,985 +8%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.2M +$15.8M +256,800 +2,888%
Bank of America
6
Bank of America
North Carolina
$16.1M +$1.01M +16,446 +7%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$13.9M -$98.6K -1,600 -0.7%
WH
8
Whitcomb & Hess
Ohio
$12.8M -$1.6M -26,000 -13%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$12.2M +$10.6M +172,699 +1,150%
UBS Group
10
UBS Group
Switzerland
$7.66M -$2.46M -39,845 -25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.9M -$1.09M -17,732 -14%
Ameriprise
12
Ameriprise
Minnesota
$6.62M -$2.71M -43,981 -30%
Wells Fargo
13
Wells Fargo
California
$6.16M -$480K -7,784 -8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.96M +$207K +3,359 +4%
LF
15
Longbow Finance
Switzerland
$5.2M
CWM
16
Chicago Wealth Management
Illinois
$5.04M +$4.79M +77,716 New
JP Morgan Chase
17
JP Morgan Chase
New York
$4.16M +$2.35M +38,169 +147%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.01M -$1.25M -20,363 -25%
Raymond James Financial
19
Raymond James Financial
Florida
$3.94M +$520K +8,439 +16%
Citadel Advisors
20
Citadel Advisors
Florida
$3.8M +$3.19M +51,685 +746%
BAAM
21
Baker Avenue Asset Management
California
$3.79M +$3.6M +58,482 New
MML Investors Services
22
MML Investors Services
Massachusetts
$3.59M -$49.4K -802 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.14M -$369K -5,991 -11%
KDA
24
Kraft Davis & Associates
Missouri
$3.11M -$25.9K -420 -0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.8M -$2.83K -46 -0.1%