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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
CAN
26
Cetera Advisor Networks
California
$6.03M +$792K +10,663 +13%
CA
27
Cetera Advisors
Colorado
$5.98M +$47.7K +643 +0.7%
Citigroup
28
Citigroup
New York
$5.48M +$3.93M +52,934 +176%
PI
29
PEAK6 Investments
Illinois
$5.38M +$4.8M +64,631 +386%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$5.21M -$720K -9,699 -11%
Stifel Financial
31
Stifel Financial
Missouri
$5.19M -$138K -1,863 -2%
Simplex Trading
32
Simplex Trading
Illinois
$5.06M +$4.45M +59,898 +359%
CI
33
Cavalier Investments
Georgia
$5.03M -$492K -6,623 -8%
ZIMP
34
Zimmermann Investment Management & Planning
Pennsylvania
$4.93M -$223 -3 -0%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.79M -$153K -2,061 -3%
FF
36
Friedenthal Financial
New Jersey
$4.73M +$692K +9,315 +15%
SIGI
37
Susquehanna International Group (Ireland)
Ireland
$4.63M +$5.2M +70,000 New
JMPWA
38
JP Morgan Private Wealth Advisors
California
$4.37M +$2.63M +35,388 +115%
CCMG
39
Clark Capital Management Group
Pennsylvania
$4.32M -$203K -2,736 -4%
SI
40
Stephens Inc
Arkansas
$4.18M +$4.7M +63,317 New
AAS
41
Ameritas Advisory Services
Nebraska
$3.93M +$6.76K +91 +0.2%
CCM
42
Consolidated Capital Management
California
$3.77M -$2.86M -38,495 -40%
AWS
43
Atria Wealth Solutions
New York
$3.6M -$51.8K -698 -1%
KAS
44
Kestra Advisory Services
Texas
$3.59M -$2.41M -32,493 -37%
HIIFS
45
Harel Insurance Investments & Financial Services
Israel
$3.57M
JP Morgan Chase
46
JP Morgan Chase
New York
$3.54M +$324K +4,369 +9%
Marshall Wace
47
Marshall Wace
United Kingdom
$3.5M -$4.52M -60,934 -53%
Nomura Asset Management
48
Nomura Asset Management
Japan
$3.37M -$720K -9,700 -16%
JWS
49
Juncture Wealth Strategies
Arizona
$3.23M +$213K +2,875 +6%
YC
50
Yarbrough Capital
Tennessee
$3.17M

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.