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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
CIBC World Market
101
CIBC World Market
Ontario, Canada
$845K -$884K -13,710 -51%
FTS
102
Fifth Third Securities
Ohio
$817K -$652K -10,107 -44%
SRC
103
Shufro Rose & Co
New York
$817K +$187K +2,900 +29%
Corient Private Wealth
104
Corient Private Wealth
Florida
$806K +$818K +12,683 New
AIA
105
Armor Investment Advisors
North Carolina
$799K +$18.6K +289 +2%
RWB
106
RMR Wealth Builders
New Jersey
$788K +$14.2K +220 +2%
SAS
107
Stelac Advisory Services
New York
$783K +$1.1K +17 +0.1%
SG Americas Securities
108
SG Americas Securities
New York
$751K -$74.6K -1,156 -9%
SWM
109
SeaCrest Wealth Management
New York
$743K +$10.6K +164 +1%
HAS
110
HBW Advisory Services
California
$732K -$7.17M -111,151 -91%
AWM
111
Axxcess Wealth Management
California
$731K +$219K +3,399 +42%
ASN
112
Advisory Services Network
Georgia
$729K +$106K +1,639 +17%
FAIM
113
Financial Advocates Investment Management
Washington
$724K -$1.14M -17,630 -61%
WA
114
Waverly Advisors
Alabama
$695K +$75.6K +1,172 +12%
MWM
115
Moran Wealth Management
Florida
$691K +$26.9K +417 +4%
BAM
116
BOS Asset Management
Illinois
$643K
QFA
117
Quattro Financial Advisors
Texas
$636K
LNC
118
Lincoln National Corp
Pennsylvania
$626K +$327K +5,073 +106%
GWP
119
Gateway Wealth Partners
Wisconsin
$618K -$57.2K -887 -8%
GLA
120
Good Life Advisors
Pennsylvania
$600K +$30.3K +469 +5%
AFO
121
Arrowroot Family Office
California
$581K +$590K +9,150 New
LFAS
122
Level Four Advisory Services
Texas
$581K +$17K +263 +3%
LB
123
Legacy Bridge
Iowa
$581K
PA
124
Parallel Advisors
California
$577K +$544K +8,431 +1,301%
AAS
125
Avantax Advisory Services
Texas
$559K -$37.5K -582 -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.