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Global X Lithium & Battery Tech ETF

451 hedge funds and large institutions have $1.18B invested in Global X Lithium & Battery Tech ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 191 increasing their positions, 100 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 100

49% more call options, than puts

Call options by funds: $82M | Put options by funds: $54.9M

5% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 66

1.06% less ownership

Funds ownership: 25.11%24.05% (-1.1%)

2% less funds holding

Funds holding: 460451 (-9)

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$210M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
451
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
63
Increased
191
Reduced
100
Closed
66
Calls
$82M
Puts
$54.9M
Net Calls
+$27.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
176
Intrua Financial
Texas
$546K -$81.5K -1,065 -13%
AWM
177
Apollon Wealth Management
South Carolina
$543K +$212K +2,772 +65%
Prudential Financial
178
Prudential Financial
New Jersey
$534K +$530K +6,932 New
WA
179
Waverly Advisors
Alabama
$513K
AWM
180
Axxcess Wealth Management
California
$511K +$250K +3,268 +97%
PWS
181
Precision Wealth Strategies
Missouri
$505K +$502K +6,563 New
NL
182
NWAM LLC
Washington
$498K +$109K +1,429 +28%
WANY
183
Wealthspire Advisors (New York)
New York
$497K +$105K +1,366 +27%
VNA
184
Valley National Advisers
Pennsylvania
$492K -$17.7K -231 -3%
EW
185
Evoke Wealth
California
$490K
BPA
186
Beacon Pointe Advisors
California
$487K +$129K +1,687 +36%
OPS
187
Orion Portfolio Solutions
Nebraska
$478K -$3.9K -51 -0.8%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$471K +$45K +588 +11%
AGA
189
Accuvest Global Advisors
Utah
$466K +$142K +1,850 +44%
WT
190
Whittier Trust
California
$434K +$432K +5,639 +281,950%
PCA
191
Personal Capital Advisors
California
$433K +$108K +1,416 +34%
CMI
192
Clare Market Investments
Texas
$426K -$342K -4,469 -45%
AWA
193
Arete Wealth Advisors
Illinois
$423K -$95.1K -1,243 -18%
ST
194
Sentinel Trust
Texas
$417K
SG
195
Somerset Group
Minnesota
$416K
JWCA
196
J.W. Cole Advisors
Florida
$416K +$413K +5,402 New
UCFA
197
United Capital Financial Advisors
Texas
$406K -$29.5K -386 -7%
DAS
198
Dynamic Advisor Solutions
Arizona
$405K +$28.9K +377 +8%
GVAG
199
Great Valley Advisor Group
Delaware
$391K +$12.2K +160 +3%
YIA
200
YHB Investment Advisors
Connecticut
$387K +$101K +1,316 +36%

LIT Hedge Fund Activity: Q1 2022 in Review

451 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2022, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LIT and 63 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 191 added.

The largest buyer was CPR Investments, opening a new position worth an estimated $9.92M. The largest seller was Mirae Asset Global Investments, cutting an estimated $27.7M.

  • 451 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2022, down from 460 in Q4 2021.
  • Funds reported $1.18B of Global X Lithium & Battery Tech ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 63 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2022 and 66 closed out, a net change of -3 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2022 was CPR Investments, an estimated $9.92M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2022 was Mirae Asset Global Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2022.