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Global X Lithium & Battery Tech ETF

269 hedge funds and large institutions have $532M invested in Global X Lithium & Battery Tech ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 23

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

38% more funds holding

Funds holding: 195269 (+74)

19% more capital invested

Capital invested by funds: $449M → $532M (+$83M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $80.3M

6.22% less ownership

Funds ownership: 25.71%19.49% (-6.2%)

Holders
269
Holders Change
+74
Holders Change %
+37.95%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
95
Reduced
37
Closed
23
Calls
$74.7M
Puts
$80.3M
Net Calls
-$5.63M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
226
Resources Management Corp
Connecticut
$12K
MA
227
MUFG Americas
New York
$12K +$13.1K +200 New
NFSG
228
Newbridge Financial Services Group
Florida
$12K +$13.1K +200 New
HI
229
Hudock Inc
Pennsylvania
$11K
BWM
230
BerganKDV Wealth Management
Minnesota
$9K
SNT
231
Security National Trust
West Virginia
$9K
TFS
232
TrustCore Financial Services
Tennessee
$9K +$3.27K +50 +50%
VFA
233
Valeo Financial Advisors
Indiana
$9K +$8.49K +130 +650%
TAM
234
Tucker Asset Management
Colorado
$8.18K +$9.15K +140 New
CTB
235
Country Trust Bank
Illinois
$8K -$29.4K -450 -77%
First Manhattan
236
First Manhattan
New York
$8K
MF
237
Manchester Financial
California
$8K +$3.27K +50 +56%
TRCT
238
Tower Research Capital (TRC)
New York
$7K -$19.5K -298 -71%
GI
239
Gradient Investments
Minnesota
$7K
IFAM
240
Institutional & Family Asset Management
Colorado
$7K +$7.78K +119 New
AL
241
ADE LLC
Maryland
$6K
AIM
242
Axiom Investment Management
New York
$6K +$6.53K +100 New
RF
243
Robbins Farley
New Hampshire
$6K +$6.53K +100 New
ACM
244
Allred Capital Management
Texas
$5.85K +$6.53K +100 New
WWMSC
245
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.55K +85 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$5K +$6.08K +93 New
HPC
247
HM Payson & Co
Maine
$4K
LWM
248
Liberty Wealth Management
California
$4K
LC
249
Lindbrook Capital
California
$4K +$1.04K +16 +33%
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$10K -153 -76%

LIT Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2021, worth a combined $532M — up 19% from $449M a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new LIT positions and 23 closed out — a net gain of 76 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Jane Street, cutting an estimated $13.5M.

  • 269 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $532M of Global X Lithium & Battery Tech ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 99 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2021 and 23 closed out, a net change of +76 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2021 was Morgan Stanley, an estimated $24.6M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2021.