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Global X Lithium & Battery Tech ETF

405 hedge funds and large institutions have $675M invested in Global X Lithium & Battery Tech ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $24.1M

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.81% less ownership

Funds ownership: 21.44%20.63% (-0.81%)

2% less funds holding

Funds holding: 414405 (-9)

15% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 142

36% less capital invested

Capital invested by funds: $1.06B → $675M (-$381M)

Holders
405
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
120
Reduced
142
Closed
43
Calls
$39.2M
Puts
$24.1M
Net Calls
+$15.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
176
Cerity Partners
New York
$330K -$148K -2,298 -31%
BPA
177
Beacon Pointe Advisors
California
$328K -$91.2K -1,414 -21%
NFG
178
Nations Financial Group
Iowa
$328K -$41.2K -638 -11%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$325K +$85.3K +1,323 +35%
EW
180
Evoke Wealth
California
$324K -$31.9K -494 -9%
PA
181
PFG Advisors
Arizona
$324K +$328K +5,092 New
Brown Advisory
182
Brown Advisory
Maryland
$321K -$227K -3,513 -41%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$320K -$12.8K -198 -4%
BWP
184
Balboa Wealth Partners
Arizona
$312K -$7.29K -113 -2%
PAA
185
Peregrine Asset Advisers
Oregon
$305K -$26.4K -410 -8%
AFS
186
Access Financial Services
Minnesota
$303K
WIA
187
World Investment Advisors
California
$300K +$304K +4,714 New
WA
188
Wambolt & Associates
Colorado
$288K +$7.55K +117 +3%
MSAM
189
Moloney Securities Asset Management
Missouri
$287K +$5.61K +87 +2%
Goldman Sachs
190
Goldman Sachs
New York
$284K -$54.6K -847 -16%
DAS
191
Dynamic Advisor Solutions
Arizona
$283K +$12.6K +195 +5%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282K -$51.4K -797 -15%
TAM
193
Tocqueville Asset Management
New York
$280K
AIP
194
Ameritas Investment Partners
Nebraska
$273K +$10.9K +169 +4%
APW
195
Aurora Private Wealth
New Jersey
$272K -$36K -558 -12%
TI
196
Truepoint Inc
Ohio
$264K
OFG
197
Oxford Financial Group
Indiana
$263K -$57.5K -891 -18%
CFGS
198
Concourse Financial Group Securities
Alabama
$263K -$33.9K -525 -11%
RDFA
199
Ritter Daniher Financial Advisory
Ohio
$262K
SW
200
SteelPeak Wealth
California
$260K -$24.4K -379 -8%

LIT Hedge Fund Activity: Q1 2023 in Review

405 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2023, worth a combined $675M — down 36% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LIT positions and 43 closed out — a net gain of 5 holders — while 120 added to existing stakes and 142 trimmed.

The largest buyer was UBS Group, adding an estimated $5.77M. The largest seller was Susquehanna International Group, cutting an estimated $16M.

  • 405 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2023, down from 414 in Q4 2022.
  • Funds reported $675M of Global X Lithium & Battery Tech ETF stock for Q1 2023, down 36% quarter-over-quarter.
  • 48 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2023 was UBS Group, an estimated $5.77M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2023 was Susquehanna International Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2023.