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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
B
201
Bailard
California
$379K +$91.8K +1,200 +32%
MGIA
202
Moneta Group Investment Advisors
Missouri
$379K +$377K +4,923 New
IA
203
IFP Advisors
Florida
$379K +$464K +6,067 +124%
AFS
204
Access Financial Services
Minnesota
$368K
PIA
205
Perennial Investment Advisors
California
$368K +$366K +4,786 New
IA
206
IFG Advisory
Georgia
$366K +$182K +2,375 +99%
SAM
207
Secure Asset Management
Michigan
$359K +$21.3K +278 +6%
SW
208
SteelPeak Wealth
California
$352K +$9.79K +128 +3%
APW
209
Aurora Private Wealth
New Jersey
$350K +$3.6K +47 +1%
Goldman Sachs
210
Goldman Sachs
New York
$349K +$132K +1,719 +61%
JGC
211
J. Goldman & Co
New York
$346K -$4.46M -58,328 -93%
FWM
212
Frontier Wealth Management
Missouri
$345K +$147K +1,916 +66%
FTS
213
Fifth Third Securities
Ohio
$344K -$797K -10,409 -70%
OCPWS
214
One Charles Private Wealth Services
Massachusetts
$336K +$62.6K +818 +23%
TAM
215
Tocqueville Asset Management
New York
$331K
EL
216
Essex LLC
Illinois
$326K -$92.2K -1,205 -22%
MSAM
217
Moloney Securities Asset Management
Missouri
$323K +$2.75K +36 +0.9%
Financial Engines Advisors
218
Financial Engines Advisors
California
$323K +$4.06K +53 +1%
OFG
219
Oxford Financial Group
Indiana
$318K
RDFA
220
Ritter Daniher Financial Advisory
Ohio
$317K
PA
221
Pinnacle Associates
New York
$312K +$94.1K +1,230 +44%
FFN
222
Focus Financial Network
Minnesota
$311K -$1.78M -23,275 -85%
AWM
223
Accel Wealth Management
Iowa
$310K +$31.4K +410 +12%
WA
224
Wambolt & Associates
Colorado
$307K +$99.3K +1,298 +49%
EFL
225
ERn Financial LLC
Wisconsin
$304K

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.