We are live on ! Find out more
LIT icon

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
NECFA
351
New England Capital Financial Advisors
Connecticut
$12.5K – – –
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$12.5K – – –
GIA
353
GHP Investment Advisors
Colorado
$12.1K – – –
WWM
354
Wolff Wiese Magana
California
$12K -$9.35K -150 -45%
AIC
355
Archer Investment Corporation
Indiana
$11.1K +$10.7K +171 New
MCM
356
Magnolia Capital Management
New York
$11K – – –
SIC
357
SJS Investment Consulting
Ohio
$10.4K – – –
CFFP
358
Center for Financial Planning
Michigan
$10.1K – – –
FCAG
359
First Capital Advisors Group
New Jersey
$10K +$1.87K +30 +24%
CTC
360
Central Trust Company
Missouri
$9.95K -$16.1K -258 -63%
CFD
361
Creative Financial Designs
Indiana
$9.9K -$18.7K -300 -66%
BWL
362
Bogart Wealth LLC
Virginia
$9.49K -$5.3K -85 -37%
PIAS
363
PCA Investment Advisory Services
Ohio
$9.1K +$8.73K +140 New
BWM
364
Baystate Wealth Management
Massachusetts
$8.88K – – –
CTB
365
Country Trust Bank
Illinois
$8.58K – – –
WP
366
WealthShield Partners
North Carolina
$8.48K -$187K -3,000 -96%
PAG
367
Paladin Advisory Group
Iowa
$8.45K – – –
Franklin Resources
368
Franklin Resources
California
$8.45K +$8.1K +130 New
CSB
369
City State Bank
Iowa
$8K – – –
RG
370
Retirement Group
California
$7.87K – – –
BSB
371
Bangor Savings Bank
Maine
$7.71K – – –
MIM
372
Macroview Investment Management
Maryland
$7.28K – – –
SHIM
373
Stone House Investment Management
Pennsylvania
$7.28K +$6.98K +112 New
JGIA
374
Jackson Grant Investment Advisers
Connecticut
$6.81K – – –
BCM
375
Blume Capital Management
California
$6.5K – – –
13 14
15
16 17

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.