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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
HI
376
Hoey Investments
Pennsylvania
$6.5K – – –
SL
377
Savior LLC
Massachusetts
$6.5K – – –
GJIA
378
Glass Jacobson Investment Advisors
Maryland
$6.5K +$6.23K +100 New
ODG
379
O'Dell Group
Ohio
$5.33K +$5.11K +82 New
NC
380
NewSquare Capital
Pennsylvania
$5.2K – – –
CTWM
381
Cherry Tree Wealth Management
Minnesota
$5.2K +$4.99K +80 New
RI
382
Ridgewood Investments
New Jersey
$5.2K +$4.99K +80 New
LFG
383
Larson Financial Group
Missouri
$4.94K – – –
FFA
384
Founders Financial Alliance
North Carolina
$4.55K – – –
UB
385
UMB Bank
Missouri
$4.55K – – –
DI
386
Disciplined Investments
Oklahoma
$4.42K – – –
JFA
387
JNBA Financial Advisors
Minnesota
$4.29K – – –
IFAM
388
Institutional & Family Asset Management
Colorado
$4.26K – – –
WOC
389
West Oak Capital
California
$4.23K – – –
CSWM
390
Cassady Schiller Wealth Management
Ohio
$4.16K – – –
FMP
391
Financial Management Professionals
Texas
$4K – – –
JFG
392
JDM Financial Group
Texas
$3.94K – – –
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3.58K – – –
PA
394
PSI Advisors
Florida
$3.38K – – –
AC
395
AlphaCore Capital
California
$3.26K +$3.12K +50 New
WAM
396
Worth Asset Management
Texas
$3.26K – – –
CHA
397
Carmichael Hill & Associates
Maryland
$3.25K – – –
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$3.25K +$3.12K +50 New
NRG
399
Nemes Rush Group
Michigan
$3.25K +$3.12K +50 New
IPW
400
Impact Partnership Wealth
Georgia
$2.8K +$2.68K +43 New
14 15
16
17 18

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.