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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
PAG
351
Paladin Advisory Group
Iowa
$8.26K +$8.39K +130 New
CSB
352
City State Bank
Iowa
$8K
RG
353
Retirement Group
California
$8K
FCAG
354
First Capital Advisors Group
New Jersey
$7.89K +$8K +124 New
BCMLT
355
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.63K
BSB
356
Bangor Savings Bank
Maine
$7.53K +$65 +1 +0.8%
KM
357
Kalos Management
Georgia
$7.5K +$7.61K +118 New
MIM
358
Macroview Investment Management
Maryland
$7.12K
JGIA
359
Jackson Grant Investment Advisers
Connecticut
$6.65K +$65 +1 +1%
BCM
360
Blume Capital Management
California
$6.36K -$11K -171 -63%
SL
361
Savior LLC
Massachusetts
$6.36K
HI
362
Hoey Investments
Pennsylvania
$6.36K +$6.45K +100 New
FHA
363
First Horizon Advisors
Tennessee
$5.4K -$2.9K -45 -35%
NC
364
NewSquare Capital
Pennsylvania
$5.08K
EWA
365
EverSource Wealth Advisors
Alabama
$5.02K
LFG
366
Larson Financial Group
Missouri
$4.83K
UB
367
UMB Bank
Missouri
$4.45K -$5.93K -92 -57%
FFA
368
Founders Financial Alliance
North Carolina
$4.45K
DI
369
Disciplined Investments
Oklahoma
$4.32K
JMF
370
Johnson Midwest Financial
Iowa
$4.21K
JFA
371
JNBA Financial Advisors
Minnesota
$4.2K +$4.26K +66 New
IFAM
372
Institutional & Family Asset Management
Colorado
$4.17K +$65 +1 +2%
WOC
373
West Oak Capital
California
$4.13K
CSWM
374
Cassady Schiller Wealth Management
Ohio
$4.07K
FMP
375
Financial Management Professionals
Texas
$4K

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.