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Global X Lithium & Battery Tech ETF

446 hedge funds and large institutions have $1.06B invested in Global X Lithium & Battery Tech ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $28.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.29% less ownership

Funds ownership: 24.05%23.77% (-0.29%)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1% less funds holding

Funds holding: 451446 (-5)

10% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$122M)

13% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 142

Holders
446
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
57
Increased
124
Reduced
142
Closed
58
Calls
$40.4M
Puts
$28.4M
Net Calls
+$12M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wambolt & Associates
Colorado
$293K +$8.11K +114 +3%
FFN
227
Focus Financial Network
Minnesota
$292K -$1.14K -16 -0.4%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$280K +$28.4K +400 +12%
AWA
229
Acorn Wealth Advisors
Michigan
$279K +$8.89K +125 +3%
TCM
230
Triumph Capital Management
Colorado
$276K +$30.3K +426 +13%
ZIM
231
Zacks Investment Management
Illinois
$273K -$2.63K -37 -1%
BSW
232
Buckingham Strategic Wealth
Missouri
$273K +$2.63K +37 +1%
CIC
233
Cutler Investment Counsel
Oregon
$259K
PIM
234
Penobscot Investment Management
Massachusetts
$256K +$6.4K +90 +3%
MCC
235
Money Concepts Capital
Florida
$255K -$454K -6,381 -64%
SAM
236
Secure Asset Management
Michigan
$254K -$82.3K -1,157 -25%
SA
237
Strategic Advisors
New York
$253K -$26.9K -378 -10%
CWA
238
Capital Wealth Alliance
Arizona
$253K +$248K +3,491 New
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K +$65.8K +925 +37%
LWMG
240
Levy Wealth Management Group
Pennsylvania
$250K +$30.2K +425 +14%
GIA
241
Gladstone Institutional Advisory
Florida
$249K +$58.2K +819 +31%
CCM
242
Covington Capital Management
California
$248K
SIA
243
Soltis Investment Advisors
Utah
$248K +$15.1K +213 +7%
BBP
244
Banco BTG Pactual
Brazil
$243K +$238K +3,350 New
SS
245
Sunbelt Securities
Texas
$240K
PAI
246
Pittenger & Anderson Inc
Nebraska
$240K +$235K +3,300 New
PWS
247
Precision Wealth Strategies
Missouri
$238K -$225K -3,162 -48%
GWM
248
Geneos Wealth Management
Colorado
$237K +$10.7K +150 +5%
PA
249
PFG Advisors
Arizona
$237K +$13.7K +192 +6%
RPCONE
250
Retirement Planning Company of New England
Rhode Island
$235K -$4.41K -62 -2%

LIT Hedge Fund Activity: Q2 2022 in Review

446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2022, worth a combined $1.06B — down 10% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LIT and 57 opened new positions — a net loss of 1 holder — while 142 trimmed existing stakes and 124 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $8.1M. The largest seller was Mirae Asset Global Investments, cutting an estimated $31.5M.

  • 446 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2022, down from 451 in Q1 2022.
  • Funds reported $1.06B of Global X Lithium & Battery Tech ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 57 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2022 was Marshall Wace, an estimated $8.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2022 was Mirae Asset Global Investments, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2022.