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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
BAM
301
Bellevue Asset Management
Washington
$80K
Fidelity Investments
302
Fidelity Investments
Massachusetts
$79K -$53.2K -716 -37%
FPB
303
First PREMIER Bank
South Dakota
$74K
CIAS
304
Capital Investment Advisory Services
North Carolina
$73K -$74 -1 -0.1%
DZ Bank
305
DZ Bank
Germany
$72.2K +$18.6K +250 +29%
QC
306
Quent Capital
New York
$72K -$74 -1 -0.1%
CB
307
Community Bank
New York
$72K +$80.2K +1,080 New
GTAM
308
Global Trust Asset Management
Florida
$66K
ST
309
Smithfield Trust
Pennsylvania
$62K -$11.4K -154 -14%
TFP
310
Tilia Fiduciary Partners
North Carolina
$60K
First Manhattan
311
First Manhattan
New York
$56K
MA
312
Montag & Associates
Georgia
$56K
TFGT
313
TS Financial Group (TSFG)
Illinois
$56K
TWM
314
Tradition Wealth Management
Minnesota
$55K
CIA
315
Choate Investment Advisors
Massachusetts
$52K
AP
316
Advisors Preferred
Maryland
$52K +$57.4K +773 New
SSB
317
Sandy Spring Bank
Maryland
$51K
PA
318
Parallel Advisors
California
$51K +$37.1K +500 +184%
BC
319
Bartlett & Co
Ohio
$50K
PTC
320
Private Trust Company
Ohio
$50K +$37.1K +500 +195%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$49.6K
CWAF
322
Core Wealth Advisors (Florida)
Florida
$49K
C
323
Covestor
United Kingdom
$47K +$51.5K +693 +2,310%
TCOV
324
Trust Company of Vermont
Vermont
$46K +$48.7K +656 +1,286%
NIC
325
Northwest Investment Counselors
Oregon
$45K +$74 +1 +0.1%

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.