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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
JFG
376
JDM Financial Group
Texas
$3.85K +$65 +1 +2%
AAG
377
Armstrong Advisory Group
Massachusetts
$3.81K
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$3.5K
PA
379
PSI Advisors
Florida
$3.31K
WAM
380
Worth Asset Management
Texas
$3.18K -$29K -450 -90%
AWM
381
Atticus Wealth Management
Florida
$3.18K
CHA
382
Carmichael Hill & Associates
Maryland
$3.18K
BTI
383
Blue Trust Inc
Georgia
$3K +$2.58K +40 +400%
CWA
384
Clearview Wealth Advisors
Oregon
$2.69K
WP
385
WealthPLAN Partners
Nebraska
$2.42K +$2.45K +38 New
PGAM
386
Princeton Global Asset Management
New Jersey
$2.29K +$2.32K +36 New
BC
387
Belmont Capital
California
$2.1K
BFEC
388
Benjamin F. Edwards & Company
Missouri
$2K
BAM
389
Byrne Asset Management
New Jersey
$2K
CA
390
Centerpoint Advisors
Massachusetts
$2K
MFA
391
McClarren Financial Advisors
Pennsylvania
$2K
1832 Asset Management
392
1832 Asset Management
Ontario, Canada
$1.97K +$2K +31 New
AFG
393
Albion Financial Group
Utah
$1.65K
GI
394
GS Investments
Minnesota
$1.65K
BWM
395
BerganKDV Wealth Management
Minnesota
$1.64K
EWM
396
Evermay Wealth Management
Virginia
$1.46K
TF
397
TimeScale Financial
Massachusetts
$1.33K -$25.9K -401 -95%
NL
398
NVWM LLC
Pennsylvania
$1.08K -$774 -12 -41%
C
399
Covestor
United Kingdom
$1K -$24.6K -382 -95%
WAS
400
Winch Advisory Services
Wisconsin
$1K

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.