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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
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$148M -$27.7M -361,916 -16%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$1.67M +21,829 +2%
LPL Financial
3
LPL Financial
California
$76.6M +$3.76M +49,168 +5%
Bank of America
4
Bank of America
North Carolina
$63.6M +$2.61M +34,145 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$55.9M -$6.67M -87,222 -11%
UBS Group
6
UBS Group
Switzerland
$52.5M +$6.84M +89,402 +15%
Wells Fargo
7
Wells Fargo
California
$44.2M +$8.6M +112,384 +24%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$41.4M +$2.22M +28,952 +6%
PS
9
Portfolio Strategies
New York
$32.6M -$381K -4,973 -1%
PP
10
Prudential plc
United Kingdom
$27.3M +$5.63M +73,520 +26%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.4M +$2.14M +27,973 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.3M -$5.4M -70,627 -20%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$21.1M -$26.3M -343,689 -56%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.9M +$6.5M +84,904 +53%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$1.09M +14,264 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.9M +$2.93M +38,239 +30%
PAG
17
Private Advisor Group
New Jersey
$12.5M +$1.1M +14,427 +10%
MGAM
18
McGowan Group Asset Management
Texas
$11.3M -$566K -7,393 -5%
CI
19
CPR Investments
Michigan
$9.98M +$9.92M +129,650 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.54M +$1.02M +13,345 +12%
DWM
21
Destination Wealth Management
California
$9.4M +$338K +4,423 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.88M +$638K +8,342 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.86M -$3.44M -44,961 -28%
RJA
24
Raymond James & Associates
Florida
$8.21M -$1.21M -15,791 -13%
CCM
25
Consolidated Capital Management
California
$7.73M +$1.62M +21,108 +27%

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.