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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
1IA
376
1834 Investment Advisors
Wisconsin
$15K
GIA
377
GHP Investment Advisors
Colorado
$15K
MA
378
MUFG Americas
New York
$15K
NFSG
379
Newbridge Financial Services Group
Florida
$15K
RMC
380
Resources Management Corp
Connecticut
$15K
WT
381
Washington Trust
Rhode Island
$15K
KFS
382
Kelly Financial Services
Massachusetts
$14.6K +$5.33K +75 +60%
MW
383
Milestone Wealth
New York
$14K -$13.5K -190 -50%
KTC
384
Kistler-Tiffany Companies
Pennsylvania
$14K
SN
385
Sittner & Nelson
Oregon
$14K
BWL
386
Bogart Wealth LLC
Virginia
$14K +$2.49K +35 +23%
FHA
387
First Horizon Advisors
Tennessee
$12K +$12.4K +175 New
COCM
388
Charter Oak Capital Management
New Hampshire
$10K
CTB
389
Country Trust Bank
Illinois
$10K
MRCM
390
M&R Capital Management
New Jersey
$10K
UB
391
UMB Bank
Missouri
$10K
BFEC
392
Benjamin F. Edwards & Company
Missouri
$9K -$12.2K -171 -57%
CSB
393
City State Bank
Iowa
$9K
LS
394
Leelyn Smith
Illinois
$9K
BSB
395
Bangor Savings Bank
Maine
$9K +$8.32K +117 New
PFBT
396
Parkside Financial Bank & Trust
Missouri
$9K +$8.46K +119 New
WWMSC
397
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$8.96K +126 New
HPC
398
HM Payson & Co
Maine
$8K
JGIA
399
Jackson Grant Investment Advisers
Connecticut
$8K
MIM
400
Macroview Investment Management
Maryland
$8K

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.