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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
GEA
301
Glen Eagle Advisors
New Jersey
$28.6K
FCB
302
First Command Bank
Texas
$26.9K
FCFS
303
First Command Financial Services
Texas
$26.9K
CTC
304
Central Trust Company
Missouri
$26.1K -$101K -1,570 -79%
NSIM
305
North Star Investment Management
Illinois
$26.1K +$65 +1 +0.2%
NFSG
306
Newbridge Financial Services Group
Florida
$24.9K +$65 +1 +0.3%
IUHSA
307
Itau Unibanco Holding S.A.
Brazil
$23.6K +$24K +372 New
CWP
308
Concord Wealth Partners
Virginia
$22.7K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$21.4K +$10.5K +163 +94%
WWM
310
Wolff Wiese Magana
California
$21.3K
PFA
311
Pathway Financial Advisers
Indiana
$20.2K -$8.13K -126 -28%
DAM
312
Delta Asset Management
Tennessee
$19.7K
BCM
313
Bourgeon Capital Management
Connecticut
$19.4K +$129 +2 +0.7%
RAM
314
Riggs Asset Management
Pennsylvania
$19.4K
GTAM
315
Global Trust Asset Management
Florida
$19.1K
HS
316
Horan Securities
United States
$19.1K +$19.4K +300 New
KFI
317
Key Financial Inc
Pennsylvania
$19.1K +$19.4K +300 New
PTC
318
Private Trust Company
Ohio
$18.6K -$29.9K -463 -61%
RWPA
319
Richard W. Paul & Associates
Michigan
$18.6K -$65 -1 -0.3%
AIM
320
Anchor Investment Management
South Carolina
$18.1K
TWA
321
TCI Wealth Advisors
Arizona
$17.8K -$8.84K -137 -33%
SIS
322
Sound Income Strategies
Florida
$17.8K +$18.1K +280 New
MRCM
323
M&R Capital Management
New Jersey
$17.3K -$1.29K -20 -7%
MAM
324
Marquette Asset Management
Minnesota
$17.2K +$17.4K +270 New
Barclays
325
Barclays
United Kingdom
$17.2K -$293K -4,549 -94%

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.