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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
TFP
276
Tilia Fiduciary Partners
North Carolina
$50.8K
CIA
277
Choate Investment Advisors
Massachusetts
$49.8K
SSB
278
Sandy Spring Bank
Maryland
$49.7K -$6.39K -99 -11%
PP
279
Pacifica Partners
Canada
$49.2K +$12.9K +200 +33%
TFGT
280
TS Financial Group (TSFG)
Illinois
$49K -$3.03K -47 -6%
BC
281
Bartlett & Co
Ohio
$48K
BCWM
282
Bartlett & Co Wealth Management
Ohio
$47.7K
First Manhattan
283
First Manhattan
New York
$47.7K
CWAF
284
Core Wealth Advisors (Florida)
Florida
$47.5K
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$46.8K +$14.7K +228 +45%
TCOV
286
Trust Company of Vermont
Vermont
$44.5K
NIC
287
Northwest Investment Counselors
Oregon
$44K +$323 +5 +0.7%
FWP
288
FAS Wealth Partners
Kansas
$41.9K +$258 +4 +0.6%
BBPWM
289
Blue Bell Private Wealth Management
Pennsylvania
$41.9K
RFA
290
Resurgent Financial Advisors
Georgia
$41.3K -$5.03K -78 -11%
WIM
291
Westside Investment Management
California
$40K
VCM
292
Versant Capital Management
Arizona
$31.5K
MA
293
Montag & Associates
Georgia
$30.8K -$4.77K -74 -13%
KFS
294
Kelly Financial Services
Massachusetts
$30.3K +$3.74K +58 +14%
TFA
295
Toth Financial Advisory
Virginia
$29.2K
AA
296
AlphaMark Advisors
Kentucky
$29K
MIA
297
Milestone Investment Advisors
Wisconsin
$28.9K +$258 +4 +0.9%
FP
298
Financial Perspectives
Minnesota
$28.9K +$129 +2 +0.4%
GI
299
Gradient Investments
Minnesota
$28.9K -$1.03K -16 -3%
CFD
300
Creative Financial Designs
Indiana
$28.7K +$65 +1 +0.2%

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.