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Global X Lithium & Battery Tech ETF

421 hedge funds and large institutions have $690M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $22.8M

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

4% more funds holding

Funds holding: 405421 (+16)

2% more capital invested

Capital invested by funds: $675M → $690M (+$15.1M)

0.19% more ownership

Funds ownership: 20.63%20.82% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
105
Reduced
131
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.9M +$760K +12,186 +1%
Morgan Stanley
2
Morgan Stanley
New York
$59.5M -$2.2M -35,216 -4%
Bank of America
3
Bank of America
North Carolina
$43.2M -$99.3K -1,593 -0.2%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$32.9M -$10.4M -166,982 -25%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$26.9M -$768K -12,315 -3%
UBS Group
6
UBS Group
Switzerland
$25.5M -$5.8M -93,042 -19%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$24.9M -$1.49M -23,829 -6%
Wells Fargo
8
Wells Fargo
California
$23.1M +$1.59M +25,580 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.32M +37,224 +18%
BCM
10
BlueCrest Capital Management
Jersey
$13.4M +$12.9M +206,197 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.9M -$781K -12,533 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.9M -$1.38M -22,073 -10%
PP
13
Prudential plc
United Kingdom
$12.8M -$1.98M -31,800 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.7M -$1.57M -25,159 -11%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$346K +5,549 +4%
KDA
16
Kraft Davis & Associates
Missouri
$8.73M +$9.11M +146,220 New
PAG
17
Private Advisor Group
New Jersey
$8.25M +$69.7K +1,119 +0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$7.08M +$397K +6,367 +6%
MWA
19
MFA Wealth Advisors
Pennsylvania
$7.08M +$373K +5,981 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.76M -$178K -2,850 -3%
Citigroup
21
Citigroup
New York
$6.59M +$580K +9,303 +10%
MD
22
Money Design
Japan
$6.17M -$338K -5,415 -5%
RJA
23
Raymond James & Associates
Florida
$5.97M -$494K -7,931 -8%
CI
24
CX Institutional
Indiana
$5.95M -$21.6K -346 -0.4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.69M -$205K -3,282 -4%

LIT Hedge Fund Activity: Q2 2023 in Review

421 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2023, worth a combined $690M — up 2.2% from $675M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LIT positions and 38 closed out — a net gain of 18 holders — while 105 added to existing stakes and 131 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $12.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.4M.

  • 421 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2023, up from 405 in Q1 2023.
  • Funds reported $690M of Global X Lithium & Battery Tech ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 56 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2023 and 38 closed out, a net change of +18 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2023 was BlueCrest Capital Management, an estimated $12.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.