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Global X Lithium & Battery Tech ETF
LIT

421 hedge funds and large institutions have $690M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $22.8M

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

4% more funds holding

Funds holding: 405 → 421 (+16)

2% more capital invested

Capital invested by funds: $675M → $690M (+$15.1M)

0.19% more ownership

Funds ownership: 20.63% → 20.82% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
105
Reduced
131
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$12.9M
2
Cerity Partners
Cerity Partners
New York
+$3.2M
3
PE
Point72 Europe
United Kingdom
+$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
5
TC
Trilogy Capital
California
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
2
UBS Group
UBS Group
Switzerland
-$5.8M
3
CI
Cavalier Investments
Georgia
-$4.88M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.72M
5
MCC
Money Concepts Capital
Florida
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$633K +$60.9K +977 +11%
SG
127
Somerset Group
Minnesota
$629K +$235K +3,770 +64%
PA
128
Parallel Advisors
California
$628K +$36.2K +580 +6%
AAS
129
Avantax Advisory Services
Texas
$617K +$42.8K +687 +8%
GLA
130
Good Life Advisors
Pennsylvania
$600K -$13.5K -216 -2%
OMC
131
Old Mission Capital
Illinois
$585K +$561K +9,004 New
Ameriprise
132
Ameriprise
Minnesota
$581K +$557K +8,938 New
MFG
133
Merit Financial Group
Georgia
$569K +$53.9K +865 +11%
ET
134
Equitable Trust
Tennessee
$563K – – –
LFAS
135
Level Four Advisory Services
Texas
$558K -$34.9K -560 -6%
AJ
136
Ashburton (Jersey)
Jersey
$551K – – –
IAS
137
Insigneo Advisory Services
Florida
$546K +$76.3K +1,224 +17%
MFG
138
Magnus Financial Group
New York
$542K – – –
JIC
139
Joel Isaacson & Co
New York
$542K +$18.7K +300 +4%
LB
140
Legacy Bridge
Iowa
$539K -$53K -850 -9%
PCA
141
Pallas Capital Advisors
Massachusetts
$528K +$488K +7,827 New
CAM
142
Cresset Asset Management
Illinois
$516K +$146K +2,345 +42%
WTC
143
WhitTier Trust Company
Nevada
$510K – – –
DADC
144
D.A. Davidson & Co
Montana
$497K +$32.4K +519 +7%
LTI
145
Laffer Tengler Investments
Tennessee
$490K +$62.1K +996 +15%
GWP
146
Gateway Wealth Partners
Wisconsin
$486K -$140K -2,254 -23%
Corient Private Wealth
147
Corient Private Wealth
Florida
$485K -$325K -5,218 -41%
CPRC
148
Consolidated Portfolio Review Corp
New York
$482K +$109K +1,744 +31%
GSC
149
Ground Swell Capital
South Carolina
$481K +$461K +7,395 New
FHA
150
Flagship Harbor Advisors
Massachusetts
$480K -$14.5K -233 -3%
4 5
6
7 8

LIT Hedge Fund Activity: Q2 2023 in Review

421 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2023, worth a combined $690M — up 2.2% from $675M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LIT positions and 38 closed out — a net gain of 18 holders — while 105 added to existing stakes and 131 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $12.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.4M.

  • 421 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2023, up from 405 in Q1 2023.
  • Funds reported $690M of Global X Lithium & Battery Tech ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 56 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2023 and 38 closed out, a net change of +18 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2023 was BlueCrest Capital Management, an estimated $12.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.