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Global X Lithium & Battery Tech ETF
LIT

384 hedge funds and large institutions have $592M invested in Global X Lithium & Battery Tech ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $31M | Put options by funds: $9.88M

2.12% more ownership

Funds ownership: 20.82% → 22.94% (+2.1%)

9% less funds holding

Funds holding: 421 → 384 (-37)

14% less capital invested

Capital invested by funds: $690M → $592M (-$98.4M)

24% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 140

44% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 68

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
384
Holders Change
-37
Holders Change %
-8.79%
% of All Funds
6.09%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
106
Reduced
140
Closed
68
Calls
$31M
Puts
$9.88M
Net Calls
+$21.1M
Net Calls Change
+$3.56M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$45.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$19.7M
3
IAIM
International Assets Investment Management
Florida
+$9.77M
4
OMC
Old Mission Capital
Illinois
+$3.79M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$17.2M
2
BCM
BlueCrest Capital Management
Jersey
-$13.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.74M
4
Morgan Stanley
Morgan Stanley
New York
-$4.23M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
351
Institutional & Family Asset Management
Colorado
$3.63K – – –
ITIM
352
Indiana Trust & Investment Management
Indiana
$3.59K +$3.97K +65 New
CSWM
353
Cassady Schiller Wealth Management
Ohio
$3.53K – – –
CA
354
Clearstead Advisors
Ohio
$3.36K +$1.83K +30 +100%
JFG
355
JDM Financial Group
Texas
$3.36K – – –
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3.03K – – –
FMP
357
Financial Management Professionals
Texas
$3K – – –
PA
358
PSI Advisors
Florida
$2.87K – – –
CHA
359
Carmichael Hill & Associates
Maryland
$2.76K – – –
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$2.76K – – –
NRG
361
Nemes Rush Group
Michigan
$2.76K – – –
IPW
362
Impact Partnership Wealth
Georgia
$2.37K – – –
SL
363
Salomon & Ludwin
Virginia
$2.26K +$2.5K +41 New
ANBT
364
American National Bank & Trust
Texas
$2.21K +$2.44K +40 New
BAM
365
Byrne Asset Management
New Jersey
$2K – – –
CA
366
Centerpoint Advisors
Massachusetts
$2K – – –
CMP
367
Coston McIsaac & Partners
Maine
$2K +$2.26K +37 New
BC
368
Belmont Capital
California
$1.82K – – –
JFA
369
JNBA Financial Advisors
Minnesota
$1.71K -$2.14K -35 -53%
JMF
370
Johnson Midwest Financial
Iowa
$1.71K – – –
HT
371
Headlands Technologies
Illinois
$1.66K +$1.83K +30 New
HL
372
HeadInvest LLC
Maine
$1.63K +$1.83K +30 New
AFG
373
Albion Financial Group
Utah
$1.44K – – –
GI
374
GS Investments
Minnesota
$1.43K – – –
OLVIG
375
Oliver Lagore Vanvalin Investment Group
Michigan
$1.38K -$611 -10 -29%
13 14
15
16 17

LIT Hedge Fund Activity: Q3 2023 in Review

384 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2023, worth a combined $592M — down 14% from $690M a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of LIT and 38 opened new positions — a net loss of 30 holders — while 140 trimmed existing stakes and 106 added.

The largest buyer was Jane Street, adding an estimated $45.1M. The largest seller was Mirae Asset Global Investments, cutting an estimated $17.2M.

  • 384 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2023, down from 421 in Q2 2023.
  • Funds reported $592M of Global X Lithium & Battery Tech ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 38 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2023 and 68 closed out, a net change of -30 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2023 was Jane Street, an estimated $45.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2023 was Mirae Asset Global Investments, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2023.