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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
RIA
451
Regal Investment Advisors
Michigan
-$201K -2,761 Closed
MIM
452
MTM Investment Management
South Carolina
-$197K -2,750 Closed
LSA
453
Lion Street Advisors
Texas
-$221K -2,380 Closed
EWA
454
EP Wealth Advisors
California
-$166K -2,289 Closed
AW
455
ACG Wealth
Georgia
-$148K -2,037 Closed
PFS
456
Prospera Financial Services
Texas
-$108K -1,484 Closed
CA
457
CoreCap Advisors
Michigan
-$97K -1,330 Closed
BW
458
Bison Wealth
Georgia
-$65K -894 Closed
Franklin Resources
459
Franklin Resources
California
-$62K -860 Closed
VVP
460
Venture Visionary Partners
Ohio
-$58.3K -802 Closed
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
-$38K -521 Closed
TCWM
462
Total Clarity Wealth Management
Illinois
-$35K -488 Closed
CWP
463
Concord Wealth Partners
Virginia
-$26K -357 Closed
MRC
464
Millburn Ridgefield Corp
New York
-$23K -311 Closed
GWMIA
465
Global Wealth Management Investment Advisory
Florida
-$22K -300 Closed
USGIU
466
U.S. Global Investors (USGI)
Texas
-$22K -300 Closed
CI
467
CX Institutional
Indiana
-$18K -242 Closed
1IA
468
1834 Investment Advisors
Wisconsin
-$15K -210 Closed
COCM
469
Charter Oak Capital Management
New Hampshire
-$10K -142 Closed
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
-$7K -90 Closed
HR
471
Howe & Rusling
New York
-$4K -54 Closed
CWM
472
Curi Wealth Management
North Carolina
-$3K -40 Closed
MFT
473
Moisand Fitzgerald Tamayo
Florida
-$2K -30 Closed
JWM
474
Janiczek Wealth Management
Colorado
-$1K -16 Closed
PA
475
PSI Advisors
Florida
+$149 +2 New

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.