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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
AWM
126
Apollon Wealth Management
South Carolina
$557K +$72.1K +1,118 +15%
MCC
127
Money Concepts Capital
Florida
$556K +$2.68M +41,571 +413%
PHS
128
Pekin Hardy Strauss
Illinois
$554K -$58.1K -900 -9%
CG
129
Colony Group
Massachusetts
$552K -$116K -1,804 -17%
EH
130
Equitable Holdings
New York
$551K +$9.87K +153 +2%
ET
131
Equitable Trust
Tennessee
$550K -$903 -14 -0.2%
Simplex Trading
132
Simplex Trading
Illinois
$544K -$1.8M -27,886 -76%
AJ
133
Ashburton (Jersey)
Jersey
$539K -$128K -1,985 -19%
MFG
134
Magnus Financial Group
New York
$530K -$202K -3,132 -27%
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$525K +$533K +8,261 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$517K +$102K +1,587 +24%
JIC
137
Joel Isaacson & Co
New York
$511K +$3.68K +57 +0.7%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$502K +$50.8K +787 +11%
MFG
139
Merit Financial Group
Georgia
$501K -$65.3K -1,013 -11%
WTC
140
WhitTier Trust Company
Nevada
$498K
Millennium Management
141
Millennium Management
New York
$487K +$495K +7,668 New
JPLA
142
Joseph P. Lucia & Associates
New York
$486K -$84.4K -1,308 -15%
FHA
143
Flagship Harbor Advisors
Massachusetts
$484K -$4.64K -72 -0.9%
CF
144
Centaurus Financial
California
$478K +$29.4K +456 +6%
AFG
145
Atomi Financial Group
New York
$477K +$484K +7,498 New
CLOS
146
Compagnie Lombard Odier SCmA
Switzerland
$470K +$354K +5,490 +289%
VWA
147
V Wealth Advisors
Kansas
$464K +$8.32K +129 +2%
PIA
148
Perennial Investment Advisors
California
$463K +$85.5K +1,325 +22%
KWM
149
Kingsview Wealth Management
Oregon
$455K +$32.5K +504 +8%
IAS
150
Insigneo Advisory Services
Florida
$454K +$185K +2,871 +67%

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.