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
IF
176
Intrua Financial
Texas
$475K +$9.58K +129 +2%
AWM
177
Apollon Wealth Management
South Carolina
$470K
CF
178
Centaurus Financial
California
$463K -$355K -4,780 -41%
EW
179
Evoke Wealth
California
$463K +$48.3K +650 +10%
BS
180
Banco Santander
Spain
$458K -$267K -3,590 -34%
BPA
181
Beacon Pointe Advisors
California
$436K +$40.9K +551 +9%
PIA
182
Perennial Investment Advisors
California
$434K +$44.5K +599 +10%
WANY
183
Wealthspire Advisors (New York)
New York
$429K +$25.7K +346 +6%
KA
184
Kovack Advisors
Florida
$422K +$474K +6,389 New
VNA
185
Valley National Advisers
Pennsylvania
$419K -$5.42K -73 -1%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$418K -$40.2K -542 -8%
AWA
187
Arete Wealth Advisors
Illinois
$417K +$468K +6,304 New
GT
188
Glenmede Trust
Pennsylvania
$416K -$39.1K -527 -8%
IA
189
IFP Advisors
Florida
$400K +$57.9K +780 +7%
PCA
190
Personal Capital Advisors
California
$396K +$31.1K +419 +8%
AFM
191
Andesa Financial Management
Pennsylvania
$396K +$223K +3,000 +100%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$395K -$114K -1,535 -20%
CAM
193
Cresset Asset Management
Illinois
$391K -$434K -5,839 -50%
OC
194
Oppenheimer & Co
New York
$382K -$398K -5,354 -48%
BCM
195
Barometer Capital Management
Ontario, Canada
$377K -$215K -2,900 -34%
TRCT
196
Tower Research Capital (TRC)
New York
$370K +$412K +5,542 +11,310%
MGIA
197
Moneta Group Investment Advisors
Missouri
$365K +$1.11K +15 +0.3%
AFS
198
AFG Fiduciary Services
Massachusetts
$362K +$668 +9 +0.2%
ST
199
Sentinel Trust
Texas
$358K
SG
200
Somerset Group
Minnesota
$357K

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.