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Global X Lithium & Battery Tech ETF

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: 22 (0)

0.81% less ownership

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

2% less funds holding

Funds holding: 414405 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$2.3M -$742K -11,505 -23%
NA
52
Nottingham Advisors
New York
$2.16M -$54.4K -843 -2%
CIC
53
Canal Insurance Company
South Carolina
$2.1M +$1.29M +20,000 +153%
IWM
54
IHT Wealth Management
Illinois
$2.09M -$54.2K -841 -2%
Mariner
55
Mariner
Kansas
$2.06M -$353K -5,465 -14%
Creative Planning
56
Creative Planning
Kansas
$2M -$106K -1,637 -5%
BAM
57
Belpointe Asset Management
Nevada
$1.96M -$90.8K -1,408 -4%
SW
58
Simplicity Wealth
New Jersey
$1.86M -$57.3K -888 -3%
SIM
59
Seaview Investment Managers
Florida
$1.85M -$36.8K -570 -2%
CCM
60
Carmel Capital Management
California
$1.81M -$19.4K -300 -1%
HG
61
Herbst Group
Connecticut
$1.77M +$9.35K +145 +0.5%
Prudential Financial
62
Prudential Financial
New Jersey
$1.77M +$476K +7,383 +36%
PFG
63
Prosperity Financial Group
California
$1.77M +$398K +6,166 +29%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.73M +$279K +4,321 +19%
SPIA
65
Steward Partners Investment Advisory
New York
$1.62M +$92K +1,426 +6%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.61M -$217K -3,360 -12%
CS
67
Credit Suisse
Switzerland
$1.61M -$786K -12,184 -33%
NA
68
NewEdge Advisors
Louisiana
$1.55M -$797K -12,358 -33%
William Blair & Company
69
William Blair & Company
Illinois
$1.5M -$746K -11,567 -33%
Walleye Trading
70
Walleye Trading
New York
$1.36M +$1.04M +16,107 +301%
Marshall Wace
71
Marshall Wace
United Kingdom
$1.34M +$69K +1,069 +5%
SCA
72
Snowden Capital Advisors
New York
$1.29M -$68.9K -1,068 -5%
PAS
73
Park Avenue Securities
New York
$1.28M +$145K +2,246 +12%
AWM
74
AE Wealth Management
Kansas
$1.28M +$32K +496 +3%
BRWA
75
B. Riley Wealth Advisors
Florida
$1.23M -$637K -9,870 -34%

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.