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Global X Lithium & Battery Tech ETF

405 hedge funds and large institutions have $675M invested in Global X Lithium & Battery Tech ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $24.1M

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.81% less ownership

Funds ownership: 21.44%20.63% (-0.81%)

2% less funds holding

Funds holding: 414405 (-9)

15% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 142

36% less capital invested

Capital invested by funds: $1.06B → $675M (-$381M)

Holders
405
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
120
Reduced
142
Closed
43
Calls
$39.2M
Puts
$24.1M
Net Calls
+$15.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Prosperity Wealth Management
California
$206K +$210K +3,249 New
AWM
227
Accel Wealth Management
Iowa
$206K -$21.2K -329 -9%
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$204K +$207K +3,210 New
SAM
229
Secure Asset Management
Michigan
$201K +$204K +3,166 New
SIA
230
Soltis Investment Advisors
Utah
$201K +$204K +3,159 New
GVAG
231
Great Valley Advisor Group
Delaware
$201K +$203K +3,154 New
WP
232
WealthShield Partners
North Carolina
$199K +$202K +3,130 New
AAP
233
Arax Advisory Partners
Colorado
$198K -$7.29K -113 -3%
T2I
234
Turim 21 Investimentos
Brazil
$183K
AWM
235
AllSquare Wealth Management
New York
$174K
CIA
236
Cape Investment Advisory
Georgia
$173K +$176K +2,722 New
GWM
237
Geneos Wealth Management
Colorado
$173K -$10.2K -158 -5%
IA
238
IFP Advisors
Florida
$171K -$412K -6,391 -56%
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$153K -$32.3K -500 -17%
AF
240
Allworth Financial
California
$145K -$4K -62 -3%
Lido Advisors
241
Lido Advisors
California
$144K +$176K +2,734 +8%
DZ Bank
242
DZ Bank
Germany
$140K +$71K +1,100 +100%
HBW
243
Hazlett, Burt & Watson
West Virginia
$137K +$968 +15 +0.7%
AF
244
Advisornet Financial
Minnesota
$122K +$452 +7 +0.4%
BBHC
245
Brown Brothers Harriman & Co
New York
$122K
AWM
246
Avior Wealth Management
Nebraska
$120K -$31K -480 -20%
Bank Julius Baer & Co
247
Bank Julius Baer & Co
Switzerland
$116K
LC
248
Lindbrook Capital
California
$115K -$1.03K -16 -0.9%
IBOK
249
Independence Bank of Kentucky
Kentucky
$114K
Fidelity Investments
250
Fidelity Investments
Massachusetts
$112K +$20.3K +315 +22%

LIT Hedge Fund Activity: Q1 2023 in Review

405 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2023, worth a combined $675M — down 36% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LIT positions and 43 closed out — a net gain of 5 holders — while 120 added to existing stakes and 142 trimmed.

The largest buyer was UBS Group, adding an estimated $5.77M. The largest seller was Susquehanna International Group, cutting an estimated $16M.

  • 405 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2023, down from 414 in Q4 2022.
  • Funds reported $675M of Global X Lithium & Battery Tech ETF stock for Q1 2023, down 36% quarter-over-quarter.
  • 48 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2023 was UBS Group, an estimated $5.77M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2023 was Susquehanna International Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2023.