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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
HI
76
Harbour Investments
Wisconsin
$1.2M -$25.5K -395 -2%
KP
77
Keel Point
Alabama
$1.15M +$536K +8,307 +85%
EWM
78
Elite Wealth Management
Washington
$1.14M -$20.2K -313 -2%
SPC
79
Sigma Planning Corp
Michigan
$1.13M -$4.84K -75 -0.4%
EWM
80
Elmwood Wealth Management
California
$1.08M +$159K +2,467 +17%
BCV
81
Banque Cantonale Vaudoise
Switzerland
$1.07M -$95K -1,472 -8%
MFA
82
Mayflower Financial Advisors
Massachusetts
$1.05M +$519K +8,051 +94%
ES
83
Eagle Strategies
New York
$1.03M +$91.5K +1,419 +10%
EFL
84
ERn Financial LLC
Wisconsin
$1.02M +$36.3K +563 +4%
PI
85
PEAK6 Investments
Illinois
$1.02M -$3.12M -48,356 -75%
FCMT
86
Founders Capital Management (Texas)
Texas
$1.02M -$87.3K -1,353 -8%
CAG
87
Csenge Advisory Group
Florida
$999K -$369K -5,728 -27%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$988K +$42.7K +662 +4%
CA
89
Claro Advisors
Massachusetts
$970K -$61.8K -958 -6%
SC
90
Scotia Capital
Ontario, Canada
$962K +$34.1K +529 +4%
SWP
91
Stratos Wealth Partners
Ohio
$958K -$122K -1,897 -11%
US Bancorp
92
US Bancorp
Minnesota
$945K +$85.9K +1,332 +10%
PWM
93
Purus Wealth Management
California
$938K -$42.1K -653 -4%
IFG
94
Independent Financial Group
California
$936K +$28.9K +448 +3%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$923K +$74.4K +1,154 +9%
LCM
96
Lattice Capital Management
Washington
$896K
PWS
97
Private Wealth Strategies
Ohio
$893K -$3.55K -55 -0.4%
Truist Financial
98
Truist Financial
North Carolina
$890K -$1.14M -17,739 -56%
WWP
99
WR Wealth Planners
Missouri
$874K -$18.1K -280 -2%
SAM
100
Smithbridge Asset Management
Pennsylvania
$867K +$47.7K +739 +6%

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.