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Global X Lithium & Battery Tech ETF

446 hedge funds and large institutions have $1.06B invested in Global X Lithium & Battery Tech ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $28.4M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.29% less ownership

Funds ownership: 24.05%23.77% (-0.29%)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1% less funds holding

Funds holding: 451446 (-5)

10% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$122M)

13% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 142

Holders
446
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
57
Increased
124
Reduced
142
Closed
58
Calls
$40.4M
Puts
$28.4M
Net Calls
+$12M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
151
Eaton Vance Management
Massachusetts
$690K -$202K -2,838 -23%
BCM
152
Barometer Capital Management
Ontario, Canada
$661K -$192K -2,700 -24%
MFA
153
Mayflower Financial Advisors
Massachusetts
$647K -$32.4K -456 -5%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$643K +$24K +338 +4%
LWAC
155
Laurel Wealth Advisors (California)
California
$638K +$43.6K +613 +8%
ET
156
Equitable Trust
Tennessee
$637K -$116K -1,631 -16%
LSPW
157
Lake Street Private Wealth
Illinois
$637K +$55.2K +777 +10%
CG
158
Cutler Group
California
$634K -$88.7K -1,247 -12%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$631K +$18.1K +254 +3%
KWM
160
Kingsview Wealth Management
Oregon
$627K -$3.63K -51 -0.6%
VWA
161
V Wealth Advisors
Kansas
$627K -$1.85K -26 -0.3%
VA
162
Valmark Advisers
Ohio
$623K -$33.1K -466 -5%
JIC
163
Joel Isaacson & Co
New York
$612K +$22.4K +315 +4%
WH
164
Willner & Heller
California
$589K -$91.2K -1,283 -14%
ASFA
165
All Season Financial Advisors
Colorado
$584K -$32.6K -459 -5%
WTC
166
WhitTier Trust Company
Nevada
$569K
AWM
167
Axxcess Wealth Management
California
$553K +$69.2K +973 +15%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$546K +$279K +3,918 +109%
LFAS
169
Level Four Advisory Services
Texas
$545K -$161K -2,269 -23%
HH
170
Hilltop Holdings
Texas
$542K -$62.9K -884 -11%
TWM
171
Triton Wealth Management
Arizona
$534K -$1.48M -20,747 -75%
DADC
172
D.A. Davidson & Co
Montana
$532K -$244K -3,428 -32%
CAM
173
Cresset Asset Management
Illinois
$525K -$86.4K -1,215 -9%
AWM
174
Apollon Wealth Management
South Carolina
$517K +$4.69K +66 +0.9%
IF
175
Intrua Financial
Texas
$513K -$1.99K -28 -0.4%

LIT Hedge Fund Activity: Q2 2022 in Review

446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2022, worth a combined $1.06B — down 10% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LIT and 57 opened new positions — a net loss of 1 holder — while 142 trimmed existing stakes and 124 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $8.1M. The largest seller was Mirae Asset Global Investments, cutting an estimated $31.5M.

  • 446 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2022, down from 451 in Q1 2022.
  • Funds reported $1.06B of Global X Lithium & Battery Tech ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 57 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2022 was Marshall Wace, an estimated $8.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2022 was Mirae Asset Global Investments, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2022.