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
JMF
426
Johnson Midwest Financial
Iowa
$4
CI
427
CPR Investments
Michigan
-$7.5M -103,348 Closed
Citadel Advisors
428
Citadel Advisors
Florida
-$5.85M -78,737 Closed
OPAM
429
Ocean Park Asset Management
California
-$5.51M -75,900 Closed
DGAM
430
Desjardins Global Asset Management
Quebec, Canada
-$2.54M -34,937 Closed
AA
431
Advisory Alpha
Michigan
-$2.53M -34,796 Closed
KJHP
432
K.J. Harrison & Partners
Ontario, Canada
-$727K -10,000 Closed
TIA
433
Trust Investment Advisors
Indiana
-$697K -9,599 Closed
VA
434
Valmark Advisers
Ohio
-$623K -8,582 Closed
FTUS
435
Flow Traders U.S.
New York
-$333K -4,590 Closed
CMI
436
Clare Market Investments
Texas
-$332K -4,578 Closed
SAM
437
Secure Asset Management
Michigan
-$254K -3,502 Closed
CWA
438
Capital Wealth Alliance
Arizona
-$253K -3,491 Closed
PWS
439
Precision Wealth Strategies
Missouri
-$238K -3,401 Closed
WSCM
440
Wellington Shields Capital Management
New York
-$218K -3,000 Closed
KPWS
441
Kestra Private Wealth Services
Texas
-$217K -2,993 Closed
ATFA
442
All Terrain Financial Advisors
Minnesota
-$217K -2,992 Closed
ZF
443
Zhang Financial
Michigan
-$217K -2,990 Closed
MA
444
Modus Advisors
Minnesota
-$211K -2,903 Closed
RC
445
RegentAtlantic Capital
New Jersey
-$210K -2,891 Closed
PWMAG
446
Pinnacle Wealth Management Advisory Group
New Jersey
-$209K -2,880 Closed
CSIC
447
Clifford Swan Investment Counsel
California
-$208K -2,860 Closed
TC
448
TownSquare Capital
Utah
-$205K -2,826 Closed
MCM
449
Mendel Capital Management
Arkansas
-$203K -2,795 Closed
IAG
450
Investmark Advisory Group
Connecticut
-$202K -2,790 Closed

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.