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Global X Lithium & Battery Tech ETF

451 hedge funds and large institutions have $1.18B invested in Global X Lithium & Battery Tech ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 191 increasing their positions, 100 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 100

49% more call options, than puts

Call options by funds: $82M | Put options by funds: $54.9M

5% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 66

1.06% less ownership

Funds ownership: 25.11%24.05% (-1.1%)

2% less funds holding

Funds holding: 460451 (-9)

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$210M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
451
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
63
Increased
191
Reduced
100
Closed
66
Calls
$82M
Puts
$54.9M
Net Calls
+$27.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
476
Cerity Partners OCIO
New York
-$309K -3,664 Closed
USCWA
477
U.S. Capital Wealth Advisors
Texas
-$273K -3,230 Closed
TF
478
Trek Financial
Arizona
-$272K -3,221 Closed
Optiver Holding
479
Optiver Holding
Netherlands
-$263K -3,212 Closed
IIA
480
IPG Investment Advisors
California
-$266K -3,140 Closed
CW
481
CreativeOne Wealth
Kansas
-$255K -3,020 Closed
PAA
482
Peregrine Asset Advisers
Oregon
-$248K -2,942 Closed
AW
483
ACG Wealth
Georgia
-$235K -2,780 Closed
SAM
484
Synergy Asset Management
Washington
-$231K -2,742 Closed
IAIM
485
International Assets Investment Management
Florida
-$211K -2,501 Closed
CA
486
Calton & Associates
Florida
-$208K -2,467 Closed
PIMG
487
Patriot Investment Management Group
Tennessee
-$202K -2,397 Closed
SM
488
SG3 Management
Puerto Rico
-$169K -2,000 Closed
MTWM
489
Masso Torrence Wealth Management
New Jersey
-$95K -1,130 Closed
CCA
490
Column Capital Advisors
Indiana
-$84K -1,000 Closed
FFG
491
Ford Financial Group
California
-$82 -975 Closed
IPW
492
IronBridge Private Wealth
Texas
-$68K -808 Closed
TCWM
493
Total Clarity Wealth Management
Illinois
-$50K -593 Closed
PCMC
494
Paragon Capital Management (Colorado)
Colorado
-$42K -500 Closed
DAM
495
Delta Asset Management
Tennessee
-$36K -425 Closed
PMFA
496
Plante Moran Financial Advisors
Michigan
-$17K -206 Closed
PIA
497
Powell Investment Advisors
Florida
-$17K -198 Closed
FHA
498
First Horizon Advisors
Tennessee
-$15K -185 Closed
AWA
499
Amplius Wealth Advisors
Pennsylvania
-$14K -175 Closed
CFCI
500
Comprehensive Financial Consultants Institutional
Indiana
-$9K -130 Closed

LIT Hedge Fund Activity: Q1 2022 in Review

451 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2022, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LIT and 63 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 191 added.

The largest buyer was CPR Investments, opening a new position worth an estimated $9.92M. The largest seller was Mirae Asset Global Investments, cutting an estimated $27.7M.

  • 451 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2022, down from 460 in Q4 2021.
  • Funds reported $1.18B of Global X Lithium & Battery Tech ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 63 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2022 and 66 closed out, a net change of -3 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2022 was CPR Investments, an estimated $9.92M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2022 was Mirae Asset Global Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2022.