We are live on ! Find out more
LIT icon

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
HPC
326
HM Payson & Co
Maine
$16.7K
IWP
327
IAG Wealth Partners
Wisconsin
$16.4K +$129 +2 +0.8%
SMA
328
Sage Mountain Advisors
Georgia
$16.3K -$8K -124 -33%
HNB
329
Huntington National Bank
Ohio
$15.9K
BWL
330
Bogart Wealth LLC
Virginia
$14.7K +$6.45K +100 +76%
BWA
331
BDO Wealth Advisors
Florida
$14.6K -$9.48K -147 -39%
HT
332
Headlands Technologies
Illinois
$14.2K +$14.4K +223 New
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$14K -$656K -10,176 -4%
HWA
334
HHM Wealth Advisors
Tennessee
$14K
ACA
335
Aptus Capital Advisors
Alabama
$13.9K +$14.1K +218 New
FIM
336
FWL Investment Management
Texas
$13.7K
GIA
337
GHP Investment Advisors
Colorado
$12.7K -$1.42K -22 -10%
WT
338
Washington Trust
Rhode Island
$12.7K
NECFA
339
New England Capital Financial Advisors
Connecticut
$12.2K
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$12.2K
SN
341
Sittner & Nelson
Oregon
$12.1K
IGWM
342
ICA Group Wealth Management
Colorado
$11.7K +$6.45K +100 +119%
SIC
343
SJS Investment Consulting
Ohio
$10.2K
MCM
344
Magnolia Capital Management
New York
$10K
CFFP
345
Center for Financial Planning
Michigan
$9.85K +$2.77K +43 +38%
FFA
346
Farther Finance Advisors
California
$9.53K -$4.26K -66 -31%
CP
347
Castleview Partners
Texas
$9.02K
TRCT
348
Tower Research Capital (TRC)
New York
$9K +$9.35K +145 New
BWM
349
Baystate Wealth Management
Massachusetts
$8.68K -$65 -1 -0.7%
CTB
350
Country Trust Bank
Illinois
$8.39K

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.