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Global X Lithium & Battery Tech ETF
LIT

446 hedge funds and large institutions have $1.06B invested in Global X Lithium & Battery Tech ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $28.4M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

0.29% less ownership

Funds ownership: 24.05% → 23.77% (-0.29%)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1% less funds holding

Funds holding: 451 → 446 (-5)

10% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$122M)

13% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 142

Holders
446
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
57
Increased
124
Reduced
142
Closed
58
Calls
$40.4M
Puts
$28.4M
Net Calls
+$12M
Net Calls Change
-$15.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$8.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.52M
3
LFA
Legend Financial Advisors
Pennsylvania
+$6.76M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$6.26M
5
OPAM
Ocean Park Asset Management
California
+$5.4M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$31.5M
2
Morgan Stanley
Morgan Stanley
New York
-$10.8M
3
Wells Fargo
Wells Fargo
California
-$8.25M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$7.66M
5
UBS Group
UBS Group
Switzerland
-$7.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$7.62M -$119K -1,680 -2%
CI
27
CPR Investments
Michigan
$7.5M -$1.87M -26,302 -20%
CCM
28
Consolidated Capital Management
California
$6.93M -$350K -4,927 -5%
CA
29
Cetera Advisors
Colorado
$6.53M -$724K -10,177 -10%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$6.43M -$240K -3,381 -4%
KAS
31
Kestra Advisory Services
Texas
$6.3M +$807K +11,349 +15%
CI
32
Cavalier Investments
Georgia
$6.01M +$90.9K +1,278 +2%
CAN
33
Cetera Advisor Networks
California
$5.85M -$42.7K -601 -0.7%
Stifel Financial
34
Stifel Financial
Missouri
$5.83M +$861K +12,110 +18%
Citadel Advisors
35
Citadel Advisors
Florida
$5.72M +$1.83M +25,691 +48%
OPAM
36
Ocean Park Asset Management
California
$5.51M +$5.4M +75,900 New
ZIMP
37
Zimmermann Investment Management & Planning
Pennsylvania
$5.42M +$188K +2,638 +4%
MML Investors Services
38
MML Investors Services
Massachusetts
$5.42M -$1.8M -25,378 -25%
IUHSA
39
Itau Unibanco Holding S.A.
Brazil
$5.3M – – –
CCMG
40
Clark Capital Management Group
Pennsylvania
$4.95M +$4.85M +68,152 New
FF
41
Friedenthal Financial
New Jersey
$4.52M +$4.43M +62,299 New
AAS
42
Ameritas Advisory Services
Nebraska
$4.31M +$316K +4,444 +8%
OMC
43
Old Mission Capital
Illinois
$4.12M +$4.03M +56,738 New
AWS
44
Atria Wealth Solutions
New York
$4.01M +$34.9K +491 +0.9%
HIIFS
45
Harel Insurance Investments & Financial Services
Israel
$3.92M +$3.84M +54,000 New
JP Morgan Chase
46
JP Morgan Chase
New York
$3.57M -$1.22M -17,091 -26%
YC
47
Yarbrough Capital
Tennessee
$3.49M – – –
CF
48
Clarity Financial
Texas
$3.39M -$2.22M -31,164 -40%
JWS
49
Juncture Wealth Strategies
Arizona
$3.34M -$697K -9,797 -18%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$3.1M -$25.2K -355 -0.8%
1
2
3 4 5

LIT Hedge Fund Activity: Q2 2022 in Review

446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2022, worth a combined $1.06B — down 10% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LIT and 57 opened new positions — a net loss of 1 holder — while 142 trimmed existing stakes and 124 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $8.1M. The largest seller was Mirae Asset Global Investments, cutting an estimated $31.5M.

  • 446 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2022, down from 451 in Q1 2022.
  • Funds reported $1.06B of Global X Lithium & Battery Tech ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 57 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2022 was Marshall Wace, an estimated $8.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2022 was Mirae Asset Global Investments, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2022.