We are live on ! Find out more
LIT icon

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
LSPW
151
Lake Street Private Wealth
Illinois
$591K +$12K +161 +2%
GLA
152
Good Life Advisors
Pennsylvania
$588K +$278K +3,750 +73%
CG
153
Colony Group
Massachusetts
$585K -$55.6K -749 -8%
CAN
154
Claraphi Advisory Network
United States
$583K -$197K -2,653 -23%
HF
155
HRT Financial
New York
$582K -$2.37M -31,936 -78%
ET
156
Equitable Trust
Tennessee
$580K
MFA
157
Mayflower Financial Advisors
Massachusetts
$576K -$13.4K -181 -2%
LFAS
158
Level Four Advisory Services
Texas
$571K +$84.6K +1,139 +15%
KWM
159
Kingsview Wealth Management
Oregon
$567K -$3.71K -50 -0.6%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$564K -$24K -323 -4%
EH
161
Equitable Holdings
New York
$551K -$113K -1,519 -15%
JIC
162
Joel Isaacson & Co
New York
$551K -$6.91K -93 -1%
HH
163
Hilltop Holdings
Texas
$551K +$64.5K +868 +12%
VWA
164
V Wealth Advisors
Kansas
$548K -$26.9K -362 -4%
LWAC
165
Laurel Wealth Advisors (California)
California
$532K -$53.2K -716 -8%
AWM
166
Axxcess Wealth Management
California
$527K +$27K +364 +5%
SRC
167
Shufro Rose & Co
New York
$527K +$275K +3,700 +87%
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$521K +$585K +7,876 New
WTC
169
WhitTier Trust Company
Nevada
$518K
WH
170
Willner & Heller
California
$514K -$24.1K -325 -4%
ASFA
171
All Season Financial Advisors
Colorado
$507K -$27.8K -374 -5%
DADC
172
D.A. Davidson & Co
Montana
$499K +$16K +216 +3%
TWM
173
Triton Wealth Management
Arizona
$489K -$5.05K -68 -1%
MSFP
174
Mark Sheptoff Financial Planning
Connecticut
$489K +$264K +3,550 +92%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$482K -$1.19M -16,000 -69%

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.