Global X Lithium & Battery Tech ETF
414 hedge funds and large institutions have $687M invested in Global X Lithium & Battery Tech ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 146 reducing their positions, and 67 closing their positions.
1.3% less ownership
Funds ownership: 22.74% → 21.44% (-1.3%)
3% less funds holding
Funds holding: 429 → 414 (-15)
13% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 67
24% less capital invested
Capital invested by funds: $905M → $687M (-$217M)
24% less call options, than puts
Call options by funds: $34.9M | Put options by funds: $46.1M
32% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 146
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.68M |
| 2 |
Jane Street
New York
|
+$7.58M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$7.38M |
| 4 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$5.06M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$26.9M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$12.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.6M |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$9.36M |
| 5 |
LPL Financial
San Diego,
California
|
-$9.09M |
LIT Hedge Fund Activity: Q4 2022 in Review
414 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2022, worth a combined $687M — down 24% from $905M a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of LIT and 58 opened new positions — a net loss of 9 holders — while 146 trimmed existing stakes and 100 added.
The largest buyer was Susquehanna International Group, adding an estimated $8.68M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $26.9M sold.
- 414 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2022, down from 429 in Q3 2022.
- Funds reported $687M of Global X Lithium & Battery Tech ETF stock for Q4 2022, down 24% quarter-over-quarter.
- 58 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2022 and 67 closed out, a net change of -9 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $8.68M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q4 2022 was Portfolio Strategies, an estimated $26.9M sold.
Based on aggregated 13F filings for Q4 2022.