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Global X Lithium & Battery Tech ETF

446 hedge funds and large institutions have $1.06B invested in Global X Lithium & Battery Tech ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $28.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.29% less ownership

Funds ownership: 24.05%23.77% (-0.29%)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1% less funds holding

Funds holding: 451446 (-5)

10% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$122M)

13% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 142

Holders
446
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
57
Increased
124
Reduced
142
Closed
58
Calls
$40.4M
Puts
$28.4M
Net Calls
+$12M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
351
Tyler-Stone Wealth Management
Ohio
$29K +$569 +8 +2%
FP
352
Financial Perspectives
Minnesota
$28.4K +$1.56K +22 +6%
AIP
353
Ameritas Investment Partners
Nebraska
$28K
BWM
354
Baystate Wealth Management
Massachusetts
$27K -$8.39K -118 -24%
BWA
355
BDO Wealth Advisors
Florida
$27K
CWP
356
Concord Wealth Partners
Virginia
$26K
EIP
357
Ellis Investment Partners
Pennsylvania
$25K +$1.42K +20 +6%
BEI
358
Benjamin Edwards Inc
Missouri
$25K +$24K +338 New
CT
359
Cambridge Trust
Massachusetts
$24K
WWM
360
Wolff Wiese Magana
California
$24K +$10.7K +150 +81%
PWM
361
Provident Wealth Management
Tennessee
$23K +$22K +310 New
MRC
362
Millburn Ridgefield Corp
New York
$23K +$22.1K +311 New
BCM
363
Bourgeon Capital Management
Connecticut
$22K
RAM
364
Riggs Asset Management
Pennsylvania
$22K
SAM
365
Strategic Asset Management
Minnesota
$22K
GWMIA
366
Global Wealth Management Investment Advisory
Florida
$22K +$21.3K +300 New
USGIU
367
U.S. Global Investors (USGI)
Texas
$22K +$21.3K +300 New
AIM
368
Anchor Investment Management
South Carolina
$20.7K
PA
369
Parallel Advisors
California
$20K -$7.39K -104 -28%
BCM
370
Blume Capital Management
California
$20K
TWA
371
TCI Wealth Advisors
Arizona
$20K
IWP
372
IAG Wealth Partners
Wisconsin
$19K
PTC
373
Private Trust Company
Ohio
$19K +$18.2K +256 New
CI
374
CX Institutional
Indiana
$18K +$17.2K +242 New
HWA
375
HHM Wealth Advisors
Tennessee
$16K

LIT Hedge Fund Activity: Q2 2022 in Review

446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2022, worth a combined $1.06B — down 10% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LIT and 57 opened new positions — a net loss of 1 holder — while 142 trimmed existing stakes and 124 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $8.1M. The largest seller was Mirae Asset Global Investments, cutting an estimated $31.5M.

  • 446 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2022, down from 451 in Q1 2022.
  • Funds reported $1.06B of Global X Lithium & Battery Tech ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 57 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2022 was Marshall Wace, an estimated $8.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2022 was Mirae Asset Global Investments, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2022.