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Global X Lithium & Battery Tech ETF

451 hedge funds and large institutions have $1.18B invested in Global X Lithium & Battery Tech ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 191 increasing their positions, 100 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 100

49% more call options, than puts

Call options by funds: $82M | Put options by funds: $54.9M

5% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 66

1.06% less ownership

Funds ownership: 25.11%24.05% (-1.1%)

2% less funds holding

Funds holding: 460451 (-9)

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$210M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
451
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
63
Increased
191
Reduced
100
Closed
66
Calls
$82M
Puts
$54.9M
Net Calls
+$27.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Providence Wealth Advisors
Illinois
$217K +$212K +2,775 New
MHS
277
M Holdings Securities
Oregon
$216K +$215K +2,804 New
MCM
278
Mendel Capital Management
Arkansas
$215K +$383 +5 +0.2%
IAG
279
Investmark Advisory Group
Connecticut
$214K +$30.3K +396 +17%
MIM
280
MTM Investment Management
South Carolina
$212K
LSA
281
Lion Street Advisors
Texas
$212K +$5.66K +74 +3%
AWM
282
AllSquare Wealth Management
New York
$211K
MA
283
Mutual Advisors
Nebraska
$210K +$23K +301 +12%
NFG
284
Nations Financial Group
Iowa
$206K -$139K -1,819 -40%
ZF
285
Zhang Financial
Michigan
$206K +$20.1K +263 +11%
TNAM
286
Terra Nova Asset Management
New York
$206K +$205K +2,673 New
BAM
287
Brave Asset Management
New Jersey
$201K +$200K +2,610 New
GIA
288
Gladstone Institutional Advisory
Florida
$200K -$219K -2,857 -52%
AF
289
Allworth Financial
California
$196K -$93.4K -1,220 -32%
CCM
290
Cribstone Capital Management
Maine
$195K
SIAP
291
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$194K
HBW
292
Hazlett, Burt & Watson
West Virginia
$193K +$192K +2,514 New
PFS
293
Prospera Financial Services
Texas
$187K -$194K -2,532 -51%
EWA
294
EP Wealth Advisors
California
$176K +$175K +2,289 New
GTAM
295
Global Trust Asset Management
Florida
$162K -$402K -5,249 -71%
AWM
296
Avior Wealth Management
Nebraska
$160K +$94.7K +1,238 +145%
CA
297
Clearstead Advisors
Ohio
$155K
CTC
298
Central Trust Company
Missouri
$152K +$143K +1,870 +1,685%
BBHC
299
Brown Brothers Harriman & Co
New York
$147K
CLOS
300
Compagnie Lombard Odier SCmA
Switzerland
$146K -$107K -1,400 -42%

LIT Hedge Fund Activity: Q1 2022 in Review

451 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2022, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LIT and 63 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 191 added.

The largest buyer was CPR Investments, opening a new position worth an estimated $9.92M. The largest seller was Mirae Asset Global Investments, cutting an estimated $27.7M.

  • 451 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2022, down from 460 in Q4 2021.
  • Funds reported $1.18B of Global X Lithium & Battery Tech ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 63 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2022 and 66 closed out, a net change of -3 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2022 was CPR Investments, an estimated $9.92M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2022 was Mirae Asset Global Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2022.