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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
PFG
426
Prosperity Financial Group
California
– -$1.77M -27,787 Closed
Marshall Wace
427
Marshall Wace
United Kingdom
– -$1.34M -21,081 Closed
PAS
428
Park Avenue Securities
New York
– -$1.28M -20,216 Closed
EWM
429
Elite Wealth Management
Washington
– -$1.14M -17,908 Closed
PI
430
PEAK6 Investments
Illinois
– -$1.02M -16,059 Closed
FTS
431
Fifth Third Securities
Ohio
– -$817K -12,854 Closed
QFA
432
Quattro Financial Advisors
Texas
– -$636K -10,000 Closed
HSBC Holdings
433
HSBC Holdings
United Kingdom
– -$418K -6,575 Closed
Brown Advisory
434
Brown Advisory
Maryland
– -$321K -5,045 Closed
AFS
435
Access Financial Services
Minnesota
– -$303K -4,770 Closed
AWA
436
Acorn Wealth Advisors
Michigan
– -$245K -3,850 Closed
IA
437
IFG Advisory
Georgia
– -$236K -3,708 Closed
DTL
438
Dynamic Technology Lab
Singapore
– -$232K -3,660 Closed
HTC
439
Haverford Trust Company
Pennsylvania
– -$225K -3,544 Closed
SAM
440
Synergy Asset Management
Washington
– -$222K -3,491 Closed
KAM
441
Knightsbridge Asset Management
California
– -$221K -3,479 Closed
GIA
442
Gladstone Institutional Advisory
Florida
– -$218K -3,437 Closed
PWM
443
Prosperity Wealth Management
California
– -$206K -3,249 Closed
GVAG
444
Great Valley Advisor Group
Delaware
– -$201K -3,154 Closed
SFFS
445
Stonehage Fleming Financial Services
Jersey
– -$79.4K -1,250 Closed
CB
446
Community Bank
New York
– -$69.2K -1,090 Closed
AWM
447
Activest Wealth Management
Florida
– -$59.1K -937 Closed
TWA
448
TCI Wealth Advisors
Arizona
– -$17.8K -280 Closed
SMA
449
Sage Mountain Advisors
Georgia
– -$16.3K -256 Closed
HT
450
Headlands Technologies
Illinois
– -$14.2K -223 Closed
15 16 17
18
19

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.