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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
SA
251
Strategic Advisors
New York
$230K +$74 +1 +0%
SIAP
252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K
LWMG
253
Levy Wealth Management Group
Pennsylvania
$228K +$223 +3 +0.1%
MCC
254
Money Concepts Capital
Florida
$226K -$10K -135 -4%
CCM
255
Covington Capital Management
California
$226K
GDP
256
Great Diamond Partners
Maine
$226K +$254K +3,422 New
SAM
257
Synergy Asset Management
Washington
$225K -$80.8K -1,088 -24%
PAI
258
Pittenger & Anderson Inc
Nebraska
$218K
IAN
259
Integrated Advisors Network
Texas
$218K +$7.57K +102 +3%
RPCONE
260
Retirement Planning Company of New England
Rhode Island
$216K +$2.08K +28 +0.9%
AAP
261
Arax Advisory Partners
Colorado
$212K +$4.68K +63 +2%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$212K +$4.68K +63 +2%
SBIA
263
Sheaff Brock Investment Advisors
Indiana
$212K +$238K +3,210 New
CC
264
Chicago Capital
Illinois
$210K
SIA
265
Soltis Investment Advisors
Utah
$209K -$19.2K -258 -8%
PA
266
PFG Advisors
Arizona
$209K -$8.09K -109 -3%
EWM
267
Edge Wealth Management
New York
$208K
NFC
268
Northeast Financial Consultants
Connecticut
$205K
CBFP
269
Cedar Brook Financial Partners
Ohio
$203K +$5.05K +68 +2%
LG
270
Lane Generational
Massachusetts
$202K +$227K +3,058 New
IBOK
271
Independence Bank of Kentucky
Kentucky
$201K
SBL
272
Sargent Bickham Lagudis
Colorado
$200K +$72.5K +977 +48%
GWM
273
Geneos Wealth Management
Colorado
$190K -$31.6K -425 -13%
T2I
274
Turim 21 Investimentos
Brazil
$190K
AWM
275
AllSquare Wealth Management
New York
$181K

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.