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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
YIA
201
YHB Investment Advisors
Connecticut
$357K +$26.7K +360 +7%
OCPWS
202
One Charles Private Wealth Services
Massachusetts
$355K +$15.4K +208 +4%
DAS
203
Dynamic Advisor Solutions
Arizona
$347K +$6.09K +82 +2%
TSS
204
Two Sigma Securities
New York
$346K -$438K -5,897 -53%
PAA
205
Peregrine Asset Advisers
Oregon
$344K
BWP
206
Balboa Wealth Partners
Arizona
$337K +$379K +5,100 New
SWM
207
Spire Wealth Management
Virginia
$331K +$20.1K +271 +6%
APW
208
Aurora Private Wealth
New Jersey
$324K -$2.67K -36 -0.7%
Goldman Sachs
209
Goldman Sachs
New York
$317K +$20K +270 +6%
AFS
210
Access Financial Services
Minnesota
$316K
CFGS
211
Concourse Financial Group Securities
Alabama
$309K +$239K +3,222 +221%
BCM
212
Brookstone Capital Management
Illinois
$308K +$20.8K +280 +6%
JWCA
213
J.W. Cole Advisors
Florida
$297K -$9.58K -129 -3%
AWM
214
Accel Wealth Management
Iowa
$292K
WWM
215
Western Wealth Management
Colorado
$292K +$326K +4,384 New
TAM
216
Tocqueville Asset Management
New York
$291K
DTL
217
Dynamic Technology Lab
Singapore
$291K +$327K +4,410 New
MSAM
218
Moloney Securities Asset Management
Missouri
$290K +$20.5K +276 +7%
SCP
219
Stamos Capital Partners
California
$289K +$324K +4,370 New
PA
220
Pinnacle Associates
New York
$286K +$8.91K +120 +3%
UAS
221
United Asset Strategies
New York
$284K -$40.3K -543 -11%
AWM
222
Activest Wealth Management
Florida
$283K +$232K +3,125 +334%
NL
223
NWAM LLC
Washington
$280K -$105K -1,408 -25%
WA
224
Wambolt & Associates
Colorado
$278K +$11.8K +159 +4%
Barclays
225
Barclays
United Kingdom
$275K -$559K -7,527 -64%

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.