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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
OCPWS
201
One Charles Private Wealth Services
Massachusetts
$362K +$57K +802 +18%
APW
202
Aurora Private Wealth
New Jersey
$359K +$27.4K +385 +8%
UAS
203
United Asset Strategies
New York
$352K +$345K +4,847 New
AFS
204
Access Financial Services
Minnesota
$347K
SWM
205
Spire Wealth Management
Virginia
$344K -$206K -2,904 -38%
JWCA
206
J.W. Cole Advisors
Florida
$336K -$55K -774 -14%
FTUS
207
Flow Traders U.S.
New York
$333K +$326K +4,590 New
CMI
208
Clare Market Investments
Texas
$332K -$67.8K -953 -17%
BCM
209
Brookstone Capital Management
Illinois
$331K +$38.3K +539 +14%
Goldman Sachs
210
Goldman Sachs
New York
$329K
SAM
211
Synergy Asset Management
Washington
$326K +$320K +4,502 New
IA
212
IFG Advisory
Georgia
$320K -$25K -352 -7%
TAM
213
Tocqueville Asset Management
New York
$320K +$7.11K +100 +2%
SW
214
SteelPeak Wealth
California
$319K -$12.5K -176 -4%
Cerity Partners
215
Cerity Partners
New York
$318K +$63.1K +887 +25%
LC
216
Lindbrook Capital
California
$314K +$192K +2,697 +166%
SRC
217
Shufro Rose & Co
New York
$310K +$304K +4,275 New
PA
218
Pinnacle Associates
New York
$305K +$10.7K +150 +4%
EL
219
Essex LLC
Illinois
$304K -$3.56K -50 -1%
OFG
220
Oxford Financial Group
Indiana
$300K
MSAM
221
Moloney Securities Asset Management
Missouri
$299K -$5.33K -75 -2%
RDFA
222
Ritter Daniher Financial Advisory
Ohio
$299K
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$299K +$19.8K +279 +7%
AWM
224
Accel Wealth Management
Iowa
$297K +$15.1K +212 +5%
Nomura Asset Management
225
Nomura Asset Management
Japan
$295K -$334K -4,700 -7%

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.