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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
VA
201
Valmark Advisers
Ohio
$259K +$30.6K +474 +13%
JWCA
202
J.W. Cole Advisors
Florida
$254K -$27.2K -422 -10%
SWM
203
Spire Wealth Management
Virginia
$252K +$7.74K +120 +3%
ASFA
204
All Season Financial Advisors
Colorado
$252K +$256K +3,963 New
FFN
205
Focus Financial Network
Minnesota
$247K +$1.03K +16 +0.4%
PA
206
Pinnacle Associates
New York
$247K -$10.8K -168 -4%
CW
207
Channel Wealth
California
$247K +$250K +3,883 New
VNA
208
Valley National Advisers
Pennsylvania
$245K -$49.8K -772 -16%
MGIA
209
Moneta Group Investment Advisors
Missouri
$245K -$41.9K -650 -14%
AWA
210
Acorn Wealth Advisors
Michigan
$245K +$581 +9 +0.2%
IA
211
IFG Advisory
Georgia
$236K +$6.06K +94 +3%
DTL
212
Dynamic Technology Lab
Singapore
$232K +$236K +3,660 New
ZIM
213
Zacks Investment Management
Illinois
$232K -$7.74K -120 -3%
BCM
214
Brookstone Capital Management
Illinois
$231K +$235K +3,649 New
TCM
215
Triumph Capital Management
Colorado
$230K -$16.5K -256 -7%
AFS
216
AFG Fiduciary Services
Massachusetts
$228K -$23.7K -367 -9%
EL
217
Essex LLC
Illinois
$227K
HTC
218
Haverford Trust Company
Pennsylvania
$225K +$229K +3,544 New
CIC
219
Cutler Investment Counsel
Oregon
$222K -$11K -170 -5%
SAM
220
Synergy Asset Management
Washington
$222K +$225K +3,491 New
KAM
221
Knightsbridge Asset Management
California
$221K +$224K +3,479 New
BSW
222
Buckingham Strategic Wealth
Missouri
$219K
SS
223
Sunbelt Securities
Texas
$218K -$19K -294 -8%
GIA
224
Gladstone Institutional Advisory
Florida
$218K -$26K -403 -10%
RPCONE
225
Retirement Planning Company of New England
Rhode Island
$211K +$214K +3,320 New

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.