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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$499K +$52.7K +741 +12%
GT
177
Glenmede Trust
Pennsylvania
$496K +$419K +5,898 +626%
WA
178
Waverly Advisors
Alabama
$484K
VNA
179
Valley National Advisers
Pennsylvania
$479K -$1.49K -21 -0.3%
FTS
180
Fifth Third Securities
Ohio
$469K +$141K +1,981 +44%
PFO
181
Pathstone Family Office
New Jersey
$462K +$184K +2,588 +69%
EW
182
Evoke Wealth
California
$462K
WANY
183
Wealthspire Advisors (New York)
New York
$446K -$22K -309 -5%
BPA
184
Beacon Pointe Advisors
California
$440K -$20.6K -290 -5%
PIA
185
Perennial Investment Advisors
California
$432K +$84.3K +1,185 +25%
NL
186
NWAM LLC
Washington
$408K -$57.9K -814 -13%
PCA
187
Personal Capital Advisors
California
$405K -$3.98K -56 -1%
IAP
188
Indie Asset Partners
Indiana
$403K -$407K -5,725 -51%
MGIA
189
Moneta Group Investment Advisors
Missouri
$400K +$41.6K +585 +12%
Renaissance Technologies
190
Renaissance Technologies
New York
$399K -$1.53M -21,500 -80%
AFS
191
AFG Fiduciary Services
Massachusetts
$397K -$120K -1,686 -24%
ST
192
Sentinel Trust
Texas
$393K
SG
193
Somerset Group
Minnesota
$392K
UCFA
194
United Capital Financial Advisors
Texas
$389K +$5.47K +77 +1%
IA
195
IFP Advisors
Florida
$379K
PAA
196
Peregrine Asset Advisers
Oregon
$378K +$370K +5,202 New
DAS
197
Dynamic Advisor Solutions
Arizona
$376K -$6.19K -87 -2%
GLA
198
Good Life Advisors
Pennsylvania
$374K -$216K -3,044 -37%
SS
199
Simplicity Solutions
Minnesota
$371K -$248K -3,481 -41%
YIA
200
YHB Investment Advisors
Connecticut
$366K +$1.42K +20 +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.