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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
SG
126
StoneX Group
New York
$860K -$71.8K -967 -7%
US Bancorp
127
US Bancorp
Minnesota
$849K -$100K -1,350 -10%
PFO
128
Pathstone Family Office
New Jersey
$822K +$450K +6,067 +95%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$819K +$88.4K +1,191 +11%
SG Americas Securities
130
SG Americas Securities
New York
$818K -$384K -5,172 -29%
SAS
131
Stelac Advisory Services
New York
$818K
RWB
132
RMR Wealth Builders
New Jersey
$810K +$5.42K +73 +0.6%
HAS
133
HBW Advisory Services
California
$809K +$16.8K +226 +2%
APA
134
American Portfolios Advisors
New York
$804K +$86.7K +1,168 +11%
ASN
135
Advisory Services Network
Georgia
$801K +$33.6K +452 +4%
NW
136
NewEdge Wealth
Pennsylvania
$782K -$83.8K -1,128 -9%
MFG
137
Magnus Financial Group
New York
$749K -$208K -2,805 -20%
AA
138
Ancora Advisors
Ohio
$744K +$17.7K +238 +2%
AIA
139
Armor Investment Advisors
North Carolina
$741K +$92.2K +1,242 +12%
WS
140
Wedbush Securities
California
$731K +$86.1K +1,160 +12%
AJ
141
Ashburton (Jersey)
Jersey
$692K
QFA
142
Quattro Financial Advisors
Texas
$661K
JPLA
143
Joseph P. Lucia & Associates
New York
$657K +$2K +27 +0.3%
PHS
144
Pekin Hardy Strauss
Illinois
$645K -$637K -8,575 -47%
WA
145
Waverly Advisors
Alabama
$645K +$229K +3,090 +46%
AAS
146
Avantax Advisory Services
Texas
$643K -$228K -3,075 -24%
LB
147
Legacy Bridge
Iowa
$629K
KP
148
Keel Point
Alabama
$625K -$18.7K -252 -3%
MFG
149
Merit Financial Group
Georgia
$614K +$689K +9,283 New
EVM
150
Eaton Vance Management
Massachusetts
$612K -$18.5K -249 -3%

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.