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Global X Lithium & Battery Tech ETF
LIT

405 hedge funds and large institutions have $675M invested in Global X Lithium & Battery Tech ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $24.1M

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.81% less ownership

Funds ownership: 21.44% → 20.63% (-0.81%)

2% less funds holding

Funds holding: 414 → 405 (-9)

15% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 142

36% less capital invested

Capital invested by funds: $1.06B → $675M (-$381M)

Holders
405
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
120
Reduced
142
Closed
43
Calls
$39.2M
Puts
$24.1M
Net Calls
+$15.1M
Net Calls Change
+$26.2M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.77M
2
CI
CX Institutional
Indiana
+$5.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.14M
4
MCC
Money Concepts Capital
Florida
+$2.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$16M
2
Morgan Stanley
Morgan Stanley
New York
-$7.9M
3
HAS
HBW Advisory Services
California
-$7.17M
4
OMC
Old Mission Capital
Illinois
-$5.75M
5
Jane Street
Jane Street
New York
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$5.37M -$238K -3,683 -4%
LF
27
Longbow Finance
Switzerland
$5.07M – – –
CCM
28
Consolidated Capital Management
California
$4.88M +$1.4M +21,655 +39%
CI
29
Cavalier Investments
Georgia
$4.88M +$289K +4,482 +6%
Stifel Financial
30
Stifel Financial
Missouri
$4.8M +$70K +1,085 +1%
ZIMP
31
Zimmermann Investment Management & Planning
Pennsylvania
$4.74M -$256K -3,964 -5%
CAN
32
Cetera Advisor Networks
California
$4.73M -$1.17M -18,185 -20%
Jane Street
33
Jane Street
New York
$4.54M -$3.88M -60,091 -46%
Citadel Advisors
34
Citadel Advisors
Florida
$4.08M +$4.14M +64,216 New
SIGI
35
Susquehanna International Group (Ireland)
Ireland
$4.07M -$71.5K -1,109 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.72M -$274K -4,247 -7%
Nomura Asset Management
37
Nomura Asset Management
Japan
$3.69M +$1.69M +26,200 +82%
HIIFS
38
Harel Insurance Investments & Financial Services
Israel
$3.43M – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.35M -$318K -4,926 -9%
AWS
40
Atria Wealth Solutions
New York
$3.31M +$36.1K +559 +1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$3.06M -$1.77M -27,377 -36%
YC
42
Yarbrough Capital
Tennessee
$3.05M – – –
JMPWA
43
JP Morgan Private Wealth Advisors
California
$2.8M -$1.03M -15,896 -27%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2.76M +$2.03M +31,489 +261%
IWC
45
Integrated Wealth Concepts
Massachusetts
$2.76M +$658K +10,201 +31%
KAS
46
Kestra Advisory Services
Texas
$2.74M +$108K +1,677 +4%
JWS
47
Juncture Wealth Strategies
Arizona
$2.65M +$802K +12,432 +42%
BP
48
Ballentine Partners
Massachusetts
$2.54M +$10K +155 +0.4%
Wealthfront Advisers
49
Wealthfront Advisers
California
$2.54M +$3.48K +54 +0.1%
DWP
50
Destiny Wealth Partners
Florida
$2.48M +$222K +3,444 +10%
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LIT Hedge Fund Activity: Q1 2023 in Review

405 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2023, worth a combined $675M — down 36% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LIT positions and 43 closed out — a net gain of 5 holders — while 120 added to existing stakes and 142 trimmed.

The largest buyer was UBS Group, adding an estimated $5.77M. The largest seller was Susquehanna International Group, cutting an estimated $16M.

  • 405 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2023, down from 414 in Q4 2022.
  • Funds reported $675M of Global X Lithium & Battery Tech ETF stock for Q1 2023, down 36% quarter-over-quarter.
  • 48 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2023 was UBS Group, an estimated $5.77M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2023 was Susquehanna International Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2023.