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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
RIA
276
Realta Investment Advisors
Delaware
$177K -$17K -229 -8%
CCM
277
Cribstone Capital Management
Maine
$168K
AWM
278
Avior Wealth Management
Nebraska
$156K
EWM
279
EPG Wealth Management
Georgia
$153K +$172K +2,316 New
HBW
280
Hazlett, Burt & Watson
West Virginia
$143K -$26.4K -355 -14%
AIP
281
Almanack Investment Partners
Pennsylvania
$135K +$151K +2,039 New
LTI
282
Laffer Tengler Investments
Tennessee
$134K +$9.95K +134 +7%
GRP
283
Global Retirement Partners
California
$134K -$2.91M -39,191 -95%
AF
284
Allworth Financial
California
$134K -$19.1K -257 -11%
PMAM
285
Picton Mahoney Asset Management
Ontario, Canada
$132K +$149K +2,000 New
CTC
286
Central Trust Company
Missouri
$131K
CAAS
287
Capital Asset Advisory Services
Michigan
$127K +$29.4K +396 +26%
CLOS
288
Compagnie Lombard Odier SCmA
Switzerland
$126K
BBHC
289
Brown Brothers Harriman & Co
New York
$126K +$520 +7 +0.4%
AF
290
Advisornet Financial
Minnesota
$126K +$17.5K +236 +14%
LC
291
Lindbrook Capital
California
$122K -$183K -2,471 -57%
Bank Julius Baer & Co
292
Bank Julius Baer & Co
Switzerland
$119K -$2.15K -29 -2%
BLC
293
Brown, Lisle/Cummings
Rhode Island
$111K
BWP
294
Baldwin Wealth Partners
Massachusetts
$106K
TAM
295
Tucker Asset Management
Colorado
$99.7K +$67K +902 +153%
BFPW
296
BOK Financial Private Wealth
Colorado
$94K
GWSG
297
GPS Wealth Strategies Group
Colorado
$89K +$74 +1 +0.1%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$82.4K +$2.6K +35 +3%
SFFS
299
Stonehage Fleming Financial Services
Jersey
$82K -$26K -350 -22%
CA
300
Clearstead Advisors
Ohio
$82K +$90.4K +1,218 +4,060%

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.