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Global X Lithium & Battery Tech ETF
LIT

421 hedge funds and large institutions have $690M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $22.8M

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

4% more funds holding

Funds holding: 405 → 421 (+16)

2% more capital invested

Capital invested by funds: $675M → $690M (+$15.1M)

0.19% more ownership

Funds ownership: 20.63% → 20.82% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
105
Reduced
131
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$12.9M
2
Cerity Partners
Cerity Partners
New York
+$3.2M
3
PE
Point72 Europe
United Kingdom
+$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
5
TC
Trilogy Capital
California
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
2
UBS Group
UBS Group
Switzerland
-$5.8M
3
CI
Cavalier Investments
Georgia
-$4.88M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.72M
5
MCC
Money Concepts Capital
Florida
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
326
Delta Asset Management
Tennessee
$19.5K -$623 -10 -3%
HS
327
Horan Securities
United States
$19.5K – – –
KFI
328
Key Financial Inc
Pennsylvania
$19.5K – – –
RWPA
329
Richard W. Paul & Associates
Michigan
$19.3K +$249 +4 +1%
PTC
330
Private Trust Company
Ohio
$18.9K -$187 -3 -1%
AIM
331
Anchor Investment Management
South Carolina
$18.5K – – –
SIS
332
Sound Income Strategies
Florida
$18.2K – – –
MRCM
333
M&R Capital Management
New Jersey
$17.7K – – –
Barclays
334
Barclays
United Kingdom
$17.6K – – –
MAM
335
Marquette Asset Management
Minnesota
$17.6K – – –
IGWM
336
ICA Group Wealth Management
Colorado
$16.8K +$4.67K +75 +41%
IWP
337
IAG Wealth Partners
Wisconsin
$16.8K – – –
HNB
338
Huntington National Bank
Ohio
$16.3K – – –
BC
339
Barrett & Company
Rhode Island
$16.3K +$15.6K +250 New
BWA
340
BDO Wealth Advisors
Florida
$15K – – –
HWA
341
HHM Wealth Advisors
Tennessee
$14.3K – – –
DJSG
342
D.J. St. Germain
Massachusetts
$14.3K +$13.7K +220 New
VAG
343
VisionPoint Advisory Group
Texas
$14.2K +$13.6K +218 New
ACA
344
Aptus Capital Advisors
Alabama
$13.1K -$1.06K -17 -8%
GTAM
345
Global Trust Asset Management
Florida
$13.1K -$6.23K -100 -33%
CAS
346
Coppell Advisory Solutions
Texas
$13K +$12.7K +204 New
WT
347
Washington Trust
Rhode Island
$13K – – –
TFM
348
TFC Financial Management
Massachusetts
$13K +$12.5K +200 New
FFA
349
Farther Finance Advisors
California
$12.9K +$3.05K +49 +33%
BCMLT
350
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.7K +$4.67K +75 +63%
12 13
14
15 16

LIT Hedge Fund Activity: Q2 2023 in Review

421 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2023, worth a combined $690M — up 2.2% from $675M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LIT positions and 38 closed out — a net gain of 18 holders — while 105 added to existing stakes and 131 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $12.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.4M.

  • 421 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2023, up from 405 in Q1 2023.
  • Funds reported $690M of Global X Lithium & Battery Tech ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 56 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2023 and 38 closed out, a net change of +18 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2023 was BlueCrest Capital Management, an estimated $12.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.