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Global X Lithium & Battery Tech ETF

429 hedge funds and large institutions have $904M invested in Global X Lithium & Battery Tech ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 119

1.02% less ownership

Funds ownership: 23.77%22.75% (-1%)

4% less funds holding

Funds holding: 446429 (-17)

14% less capital invested

Capital invested by funds: $1.06B → $904M (-$153M)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

22% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $45.7M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
429
Holders Change
-17
Holders Change %
-3.81%
% of All Funds
7.39%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
152
Reduced
119
Closed
49
Calls
$35.8M
Puts
$45.7M
Net Calls
-$9.97M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Purus Wealth Management
California
$1.15M +$261K +3,518 +25%
FCMT
102
Founders Capital Management (Texas)
Texas
$1.14M -$10K -135 -0.8%
Mariner
103
Mariner
Kansas
$1.14M +$125K +1,681 +11%
SCA
104
Snowden Capital Advisors
New York
$1.13M +$275K +3,708 +28%
CG
105
Cutler Group
California
$1.1M +$591K +7,959 +91%
PWS
106
Private Wealth Strategies
Ohio
$1.08M -$27.3K -367 -2%
PAS
107
Park Avenue Securities
New York
$1.08M +$178K +2,401 +17%
NA
108
NewEdge Advisors
Louisiana
$1.05M +$361K +4,862 +44%
BCV
109
Banque Cantonale Vaudoise
Switzerland
$1.05M -$24K -323 -2%
FAIM
110
Financial Advocates Investment Management
Washington
$1.03M -$911K -12,264 -44%
EFL
111
ERn Financial LLC
Wisconsin
$1.03M +$119K +1,609 +11%
SWM
112
SeaCrest Wealth Management
New York
$1.02M +$339K +4,570 +42%
SC
113
Scotia Capital
Ontario, Canada
$1M +$91.9K +1,238 +9%
SS
114
Simplicity Solutions
Minnesota
$984K +$726K +9,780 +192%
Walleye Trading
115
Walleye Trading
New York
$975K +$134K +1,801 +14%
IFG
116
Independent Financial Group
California
$945K +$18.3K +247 +2%
WWP
117
WR Wealth Planners
Missouri
$935K -$22.9K -308 -2%
LCM
118
Lattice Capital Management
Washington
$932K
Prudential Financial
119
Prudential Financial
New Jersey
$896K +$127K +1,708 +15%
EDRH
120
Edmond de Rothschild Holding
Switzerland
$892K
HGERS
121
Householder Group Estate & Retirement Specialist
Arizona
$890K -$82.4K -1,110 -8%
ES
122
Eagle Strategies
New York
$876K +$204K +2,741 +26%
CPO
123
Cerity Partners OCIO
New York
$876K +$984K +13,251 New
CIC
124
Canal Insurance Company
South Carolina
$866K
EWM
125
Elmwood Wealth Management
California
$864K +$65.6K +884 +7%

LIT Hedge Fund Activity: Q3 2022 in Review

429 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2022, worth a combined $904M — down 14% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of LIT and 39 opened new positions — a net loss of 10 holders — while 119 trimmed existing stakes and 152 added.

The largest buyer was LPL Financial, adding an estimated $7.58M. The largest seller was Mirae Asset Global Investments, cutting an estimated $52M.

  • 429 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2022, down from 446 in Q2 2022.
  • Funds reported $904M of Global X Lithium & Battery Tech ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 39 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2022 and 49 closed out, a net change of -10 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2022 was LPL Financial, an estimated $7.58M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2022.