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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
CT
351
Cambridge Trust
Massachusetts
$22K
WWM
352
Wolff Wiese Magana
California
$22K
PWM
353
Provident Wealth Management
Tennessee
$20K
RAM
354
Riggs Asset Management
Pennsylvania
$20K
SAM
355
Strategic Asset Management
Minnesota
$20K
BCM
356
Bourgeon Capital Management
Connecticut
$20K +$74 +1 +0.3%
ACA
357
Aptus Capital Advisors
Alabama
$20K +$22.3K +300 New
TWA
358
TCI Wealth Advisors
Arizona
$19K
AIM
359
Anchor Investment Management
South Carolina
$18.8K
BCM
360
Blume Capital Management
California
$18K
NFSG
361
Newbridge Financial Services Group
Florida
$18K +$4.9K +66 +33%
IWP
362
IAG Wealth Partners
Wisconsin
$17K +$74 +1 +0.4%
HWA
363
HHM Wealth Advisors
Tennessee
$15K
GIA
364
GHP Investment Advisors
Colorado
$15K +$1.63K +22 +11%
BWL
365
Bogart Wealth LLC
Virginia
$14K +$1.49K +20 +11%
KFS
366
Kelly Financial Services
Massachusetts
$13.3K
KTC
367
Kistler-Tiffany Companies
Pennsylvania
$13K
MW
368
Milestone Wealth
New York
$13K
MA
369
MUFG Americas
New York
$13K
RMC
370
Resources Management Corp
Connecticut
$13K
SN
371
Sittner & Nelson
Oregon
$13K
WT
372
Washington Trust
Rhode Island
$13K
AIM
373
Axiom Investment Management
New York
$13K +$14.9K +200 New
SIC
374
SJS Investment Consulting
Ohio
$11K +$11.9K +160 New
MCM
375
Magnolia Capital Management
New York
$11K +$12.3K +165 New

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.