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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
SB
51
Strategic Blueprint
Georgia
$3.18M +$1.83M +23,977 +139%
BP
52
Ballentine Partners
Massachusetts
$3.06M
Truist Financial
53
Truist Financial
North Carolina
$2.92M -$11.2K -147 -0.4%
William Blair & Company
54
William Blair & Company
Illinois
$2.81M +$386K +5,040 +16%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$2.8M -$34.8K -455 -1%
CAG
56
Csenge Advisory Group
Florida
$2.76M +$2.37M +30,941 +627%
TC
57
TAP Consulting
Missouri
$2.73M +$2.68M +34,991 +7,953%
DWP
58
Destiny Wealth Partners
Florida
$2.66M +$40.9K +535 +2%
AA
59
Advisory Alpha
Michigan
$2.64M +$194K +2,533 +8%
FAIM
60
Financial Advocates Investment Management
Washington
$2.56M -$45.5K -594 -2%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$2.54M +$19.8K +259 +0.8%
SPIA
62
Steward Partners Investment Advisory
New York
$2.53M +$50.1K +655 +2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$2.48M +$1.16M +15,208 +90%
BRWM
64
B. Riley Wealth Management
Tennessee
$2.45M +$1.59M +20,776 +188%
Citigroup
65
Citigroup
New York
$2.43M +$656K +8,566 +37%
Wealthfront Advisers
66
Wealthfront Advisers
California
$2.35M +$615K +8,035 +36%
Creative Planning
67
Creative Planning
Kansas
$2.35M -$212K -2,773 -8%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$2.33M -$9.41M -122,932 -80%
HG
69
Herbst Group
Connecticut
$2.18M +$50.9K +665 +2%
TWM
70
Triton Wealth Management
Arizona
$2.16M
CAL
71
Capital Analysts LLC
Pennsylvania
$2.09M +$130K +1,702 +7%
SIM
72
Seaview Investment Managers
Florida
$2.08M +$146K +1,911 +8%
Renaissance Technologies
73
Renaissance Technologies
New York
$2.08M +$1.69M +22,100 +451%
FPGK
74
Financial Partners Group (Kansas)
Kansas
$2.07M -$51.5K -673 -2%
PHS
75
Pekin Hardy Strauss
Illinois
$1.85M -$6.35K -83 -0.3%

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.