We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF
LIT

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: 5 → 7 (+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: 451 → 446 (-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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$8.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.52M
3
LFA
Legend Financial Advisors
Pennsylvania
+$6.76M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$6.26M
5
OPAM
Ocean Park Asset Management
California
+$5.4M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$31.5M
2
Morgan Stanley
Morgan Stanley
New York
-$10.8M
3
Wells Fargo
Wells Fargo
California
-$8.25M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$7.66M
5
UBS Group
UBS Group
Switzerland
-$7.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$107M -$31.5M -442,801 -23%
Morgan Stanley
2
Morgan Stanley
New York
$89.4M -$10.8M -151,556 -11%
LPL Financial
3
LPL Financial
California
$73.7M +$1.35M +19,026 +2%
Bank of America
4
Bank of America
North Carolina
$57.9M -$2.05M -28,762 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$48.5M -$4.16M -58,574 -8%
UBS Group
6
UBS Group
Switzerland
$41.7M -$7.6M -106,878 -16%
Wells Fargo
7
Wells Fargo
California
$33.2M -$8.25M -116,092 -20%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$30.9M -$7.66M -107,720 -20%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.8M +$7.52M +105,695 +33%
PP
10
Prudential plc
United Kingdom
$30.3M +$4.46M +62,760 +18%
PS
11
Portfolio Strategies
New York
$30.3M -$477K -6,704 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.5M +$375K +5,278 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17M +$4.8M +67,484 +40%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$16.3M -$3.6M -50,595 -18%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$15M -$2.8M -39,310 -16%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$1.17M +16,522 +9%
SMFG
17
Sumitomo Mitsui Financial Group
Japan
$13.3M +$6.26M +88,007 +92%
MGAM
18
McGowan Group Asset Management
Texas
$10.4M -$232K -3,260 -2%
PAG
19
Private Advisor Group
New Jersey
$9.41M -$2.29M -32,254 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.6M -$387K -5,439 -4%
DWM
21
Destination Wealth Management
California
$8.46M -$395K -5,558 -5%
Marshall Wace
22
Marshall Wace
United Kingdom
$8.27M +$8.1M +113,901 New
HighTower Advisors
23
HighTower Advisors
Illinois
$7.98M -$400K -5,622 -5%
LFA
24
Legend Financial Advisors
Pennsylvania
$7.87M +$6.76M +95,091 +716%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.63M -$716K -10,070 -9%
1
2 3 4 5

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.