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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
IAN
426
Integrated Advisors Network
Texas
-$209K -3,573 Closed
NL
427
NWAM LLC
Washington
-$204K -3,487 Closed
PAI
428
Pittenger & Anderson Inc
Nebraska
-$193K -3,300 Closed
PIMG
429
Patriot Investment Management Group
Tennessee
-$188K -2,625 Closed
RIA
430
Realta Investment Advisors
Delaware
-$146K -2,496 Closed
LSA
431
Lion Street Advisors
Texas
-$219K -2,380 Closed
RFG
432
RFP Financial Group
Georgia
-$64.4K -1,098 Closed
MSCM
433
McElhenny Sheffield Capital Management
Texas
-$58.6K -1,000 Closed
MS
434
Madden Securities
Texas
-$53.3K -910 Closed
KIA
435
Kraematon Investment Advisors
Massachusetts
-$46.6K -796 Closed
CG
436
Cutler Group
California
-$49.9K -773 Closed
LS
437
Leelyn Smith
Illinois
-$42.1K -718 Closed
EE
438
EWG Elevate
California
-$14.3K -244 Closed
TC
439
Truvestments Capital
Florida
-$13.1K -223 Closed
CA
440
Corrado Advisors
New Jersey
-$11.7K -200 Closed
RMC
441
Resources Management Corp
Connecticut
-$12K -200 Closed
ZIG
442
Zullo Investment Group
Pennsylvania
-$5.86K -100 Closed
YDMI
443
Y.D. More Investments
Israel
-$2.36K -40 Closed
FA
444
Fiduciary Alliance
South Carolina
-$2.1K -36 Closed
PIA
445
Powell Investment Advisors
Florida
-$1.95K -33 Closed
USCWA
446
U.S. Capital Wealth Advisors
Texas
-$1.76K -30 Closed
HIA
447
Harbor Investment Advisory
Maryland
-$1.64K -28 Closed
MPCL
448
My Personal CFO LLC
Washington
-$527 -9 Closed

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.