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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
BBPWM
326
Blue Bell Private Wealth Management
Pennsylvania
$44K +$1.49K +20 +3%
FWP
327
FAS Wealth Partners
Kansas
$43K
HWMA
328
Heritage Wealth Management (Arizona)
Arizona
$42K
TFS
329
TrustCore Financial Services
Tennessee
$39K +$10.4K +140 +31%
MWM
330
Mascoma Wealth Management
New Hampshire
$38K +$1.34K +18 +3%
OPW
331
Oxler Private Wealth
New York
$36.4K +$1.49K +20 +4%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$34K -$52.5K -707 -58%
HI
333
Hudock Inc
Pennsylvania
$33K
VCM
334
Versant Capital Management
Arizona
$33K
LS
335
Leelyn Smith
Illinois
$33K +$27.5K +370 +285%
AA
336
AlphaMark Advisors
Kentucky
$30K -$14.9K -200 -31%
GI
337
Gradient Investments
Minnesota
$30K
TFA
338
Toth Financial Advisory
Virginia
$30K
GEA
339
Glen Eagle Advisors
New Jersey
$29.7K
CFD
340
Creative Financial Designs
Indiana
$28K -$14.9K -200 -32%
FCB
341
First Command Bank
Texas
$28K
FCFS
342
First Command Financial Services
Texas
$28K
TF
343
TimeScale Financial
Massachusetts
$28K
TSWM
344
Tyler-Stone Wealth Management
Ohio
$27K
NSIM
345
North Star Investment Management
Illinois
$27K +$74 +1 +0.2%
S
346
SignatureFD
Georgia
$26K
FP
347
Financial Perspectives
Minnesota
$25.9K +$74 +1 +0.3%
SMA
348
Sage Mountain Advisors
Georgia
$25K -$10.2K -138 -27%
BWA
349
BDO Wealth Advisors
Florida
$25K
EIP
350
Ellis Investment Partners
Pennsylvania
$23K

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.