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Global X Lithium & Battery Tech ETF

429 hedge funds and large institutions have $904M invested in Global X Lithium & Battery Tech ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 119

1.02% less ownership

Funds ownership: 23.77%22.75% (-1%)

4% less funds holding

Funds holding: 446429 (-17)

14% less capital invested

Capital invested by funds: $1.06B → $904M (-$153M)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

22% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $45.7M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
429
Holders Change
-17
Holders Change %
-3.81%
% of All Funds
7.39%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
152
Reduced
119
Closed
49
Calls
$35.8M
Puts
$45.7M
Net Calls
-$9.97M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFG Advisory
Georgia
$273K -$20K -269 -6%
OFG
227
Oxford Financial Group
Indiana
$273K
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$272K
GIA
229
Gladstone Institutional Advisory
Florida
$267K +$46.3K +624 +18%
SW
230
SteelPeak Wealth
California
$266K -$27.2K -366 -8%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$265K -$7.87K -106 -3%
EL
232
Essex LLC
Illinois
$263K -$15.2K -205 -5%
MA
233
Mutual Advisors
Nebraska
$258K +$83.5K +1,125 +40%
AIP
234
Ameritas Investment Partners
Nebraska
$257K +$261K +3,510 +900%
FFN
235
Focus Financial Network
Minnesota
$255K -$11.7K -157 -4%
Cerity Partners
236
Cerity Partners
New York
$255K -$39.1K -527 -12%
AWA
237
Acorn Wealth Advisors
Michigan
$254K +$223 +3 +0.1%
BSW
238
Buckingham Strategic Wealth
Missouri
$253K +$5.27K +71 +2%
TCM
239
Triumph Capital Management
Colorado
$249K -$1.71K -23 -0.6%
ZIM
240
Zacks Investment Management
Illinois
$249K +$297 +4 +0.1%
BBP
241
Banco BTG Pactual
Brazil
$248K +$29.7K +400 +12%
SS
242
Sunbelt Securities
Texas
$248K +$33.1K +446 +13%
Brown Advisory
243
Brown Advisory
Maryland
$247K +$40K +539 +17%
IAP
244
Indie Asset Partners
Indiana
$246K -$136K -1,825 -33%
UCFA
245
United Capital Financial Advisors
Texas
$242K -$125K -1,689 -32%
CIC
246
Cutler Investment Counsel
Oregon
$242K +$7.42K +100 +3%
OIA
247
OneDigital Investment Advisors
Kansas
$237K +$32.4K +437 +14%
PIM
248
Penobscot Investment Management
Massachusetts
$233K
VAM
249
Verity Asset Management
North Carolina
$231K +$260K +3,496 New
BG
250
Benedetti & Gucer
Georgia
$231K +$260K +3,501 New

LIT Hedge Fund Activity: Q3 2022 in Review

429 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2022, worth a combined $904M — down 14% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of LIT and 39 opened new positions — a net loss of 10 holders — while 119 trimmed existing stakes and 152 added.

The largest buyer was LPL Financial, adding an estimated $7.58M. The largest seller was Mirae Asset Global Investments, cutting an estimated $52M.

  • 429 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2022, down from 446 in Q2 2022.
  • Funds reported $904M of Global X Lithium & Battery Tech ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 39 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2022 and 49 closed out, a net change of -10 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2022 was LPL Financial, an estimated $7.58M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2022.