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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
UB
376
UMB Bank
Missouri
$10K +$520 +7 +5%
CP
377
Castleview Partners
Texas
$9K -$261K -3,511 -96%
BWM
378
Baystate Wealth Management
Massachusetts
$9K -$17K -229 -63%
CTB
379
Country Trust Bank
Illinois
$9K
MRCM
380
M&R Capital Management
New Jersey
$9K
FA
381
Flagstar Advisors
New York
$8.72K +$9.8K +132 New
CSB
382
City State Bank
Iowa
$8K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$8K
WWMSC
384
Wagner Wealth Management (South Carolina)
South Carolina
$8K
BSB
385
Bangor Savings Bank
Maine
$8K +$74 +1 +0.9%
RG
386
Retirement Group
California
$8K +$8.17K +110 +1,833%
ZIG
387
Zullo Investment Group
Pennsylvania
$7K -$371 -5 -5%
BC
388
Burleson & Co
California
$7K
HPC
389
HM Payson & Co
Maine
$7K
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$7K
MIM
391
Macroview Investment Management
Maryland
$7K
SL
392
Savior LLC
Massachusetts
$7K +$7.42K +100 New
TC
393
Truvestments Capital
Florida
$6K
FHA
394
First Horizon Advisors
Tennessee
$5K -$6.76K -91 -52%
FFA
395
Founders Financial Alliance
North Carolina
$5K
LFG
396
Larson Financial Group
Missouri
$5K
ODG
397
O'Dell Group
Ohio
$5K
AFG
398
Albion Financial Group
Utah
$5K +$1.49K +20 +33%
WAM
399
Worth Asset Management
Texas
$5K +$2.6K +35 +70%
AWM
400
Atticus Wealth Management
Florida
$4K

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.