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Global X Lithium & Battery Tech ETF
LIT

414 hedge funds and large institutions have $1.06B invested in Global X Lithium & Battery Tech ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 146 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $904M → $1.06B (+$152M)

1.31% less ownership

Funds ownership: 22.75% → 21.44% (-1.3%)

3% less funds holding

Funds holding: 429 → 414 (-15)

13% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 67

24% less call options, than puts

Call options by funds: $34.9M | Put options by funds: $46.1M

32% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
414
Holders Change
-15
Holders Change %
-3.5%
% of All Funds
6.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
100
Reduced
146
Closed
67
Calls
$34.9M
Puts
$46.1M
Net Calls
-$11.1M
Net Calls Change
-$1.16M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.68M
2
Jane Street
Jane Street
New York
+$7.58M
3
HAS
HBW Advisory Services
California
+$7.38M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$5.06M
5
OMC
Old Mission Capital
Illinois
+$4.8M

Top Sellers

1
PS
Portfolio Strategies
New York
-$26.9M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$12.1M
3
Bank of America
Bank of America
North Carolina
-$11.6M
4
MGAM
McGowan Group Asset Management
Texas
-$9.36M
5
LPL Financial
LPL Financial
California
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$5.43M -$973K -14,563 -14%
CAN
27
Cetera Advisor Networks
California
$5.43M +$97K +1,451 +2%
CA
28
Cetera Advisors
Colorado
$5.16M -$161K -2,412 -3%
Citigroup
29
Citigroup
New York
$5.15M +$326K +4,881 +6%
LF
30
Longbow Finance
Switzerland
$4.71M +$5.35M +80,000 New
ZIMP
31
Zimmermann Investment Management & Planning
Pennsylvania
$4.6M +$256K +3,830 +5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$4.42M -$231K -3,461 -4%
Stifel Financial
33
Stifel Financial
Missouri
$4.37M -$265K -3,970 -5%
CI
34
Cavalier Investments
Georgia
$4.24M -$253K -3,792 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.17M +$1.18M +17,691 +33%
SIGI
36
Susquehanna International Group (Ireland)
Ireland
$3.82M -$327K -4,891 -7%
PI
37
PEAK6 Investments
Illinois
$3.78M -$1.13M -16,961 -21%
MML Investors Services
38
MML Investors Services
Massachusetts
$3.68M -$649K -9,707 -13%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$3.51M -$412K -6,160 -9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$3.38M +$1.26M +18,928 +49%
CCM
41
Consolidated Capital Management
California
$3.23M -$119K -1,786 -3%
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$3.19M – – –
AWS
43
Atria Wealth Solutions
New York
$3.04M -$199K -2,976 -5%
AAS
44
Ameritas Advisory Services
Nebraska
$2.89M -$680K -10,178 -17%
YC
45
Yarbrough Capital
Tennessee
$2.81M – – –
KAS
46
Kestra Advisory Services
Texas
$2.42M -$861K -12,888 -24%
CF
47
Clarity Financial
Texas
$2.4M +$323K +4,832 +13%
Wealthfront Advisers
48
Wealthfront Advisers
California
$2.34M +$274K +4,102 +11%
BP
49
Ballentine Partners
Massachusetts
$2.33M – – –
Mariner
50
Mariner
Kansas
$2.22M +$1.38M +20,593 +119%
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LIT Hedge Fund Activity: Q4 2022 in Review

414 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2022, worth a combined $1.06B — up 17% from $904M a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of LIT and 58 opened new positions — a net loss of 9 holders — while 146 trimmed existing stakes and 100 added.

The largest buyer was Susquehanna International Group, adding an estimated $8.68M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $26.9M sold.

  • 414 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2022, down from 429 in Q3 2022.
  • Funds reported $1.06B of Global X Lithium & Battery Tech ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 58 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2022 and 67 closed out, a net change of -9 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $8.68M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2022 was Portfolio Strategies, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.