We are live on ! Find out more
LIT icon

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
DI
401
Disciplined Investments
Oklahoma
$4K
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$4K
FMP
403
Financial Management Professionals
Texas
$4K
WOC
404
West Oak Capital
California
$4K
IFAM
405
Institutional & Family Asset Management
Colorado
$4K +$4.83K +65 New
BWM
406
BerganKDV Wealth Management
Minnesota
$3K
CHA
407
Carmichael Hill & Associates
Maryland
$3K
CWM
408
Castle Wealth Management
Florida
$3K
CWA
409
Clearview Wealth Advisors
Oregon
$3K
OLVIG
410
Oliver Lagore Vanvalin Investment Group
Michigan
$3K
BFEC
411
Benjamin F. Edwards & Company
Missouri
$2K -$7.42K -100 -78%
BC
412
Belmont Capital
California
$2K
BAM
413
Byrne Asset Management
New Jersey
$2K
CA
414
Centerpoint Advisors
Massachusetts
$2K
GI
415
GS Investments
Minnesota
$2K
HIA
416
Harbor Investment Advisory
Maryland
$2K
NL
417
NVWM LLC
Pennsylvania
$2K
EWM
418
Evermay Wealth Management
Virginia
$2K +$1.71K +23 New
MFA
419
McClarren Financial Advisors
Pennsylvania
$2K +$2.38K +32 New
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$1.16K +$17.9K +241 +2%
BEI
421
Benjamin Edwards Inc
Missouri
$1K -$24.1K -325 -96%
BTI
422
Blue Trust Inc
Georgia
$1K
FCA
423
FinTrust Capital Advisors
South Carolina
$1K
WAS
424
Winch Advisory Services
Wisconsin
$1K
WIM
425
Westside Investment Management
California
$41 +$7.42K +100 +19%

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.