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Global X Lithium & Battery Tech ETF
LIT

312 hedge funds and large institutions have $744M invested in Global X Lithium & Battery Tech ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

42% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $54.6M

40% more capital invested

Capital invested by funds: $532M → $744M (+$212M)

16% more funds holding

Funds holding: 269 → 312 (+43)

1.22% more ownership

Funds ownership: 19.49% → 20.71% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
312
Holders Change
+43
Holders Change %
+15.99%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
118
Reduced
50
Closed
30
Calls
$77.4M
Puts
$54.6M
Net Calls
+$22.8M
Net Calls Change
+$28.4M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.5M
2
Morgan Stanley
Morgan Stanley
New York
+$12.7M
3
LPL Financial
LPL Financial
California
+$6.87M
4
Barclays
Barclays
United Kingdom
+$5.85M
5
UBS Group
UBS Group
Switzerland
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
2
PS
Portfolio Strategies
New York
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.38M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.97M
5
CF
Clarity Financial
Texas
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
226
Ironwood Financial
Arizona
$48K – – –
BCWM
227
Bartlett & Co Wealth Management
Ohio
$43.5K – – –
BC
228
Bartlett & Co
Ohio
$43K – – –
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$43K – – –
FWP
230
FAS Wealth Partners
Kansas
$39K +$34.4K +534 New
SIM
231
Sonora Investment Management
Arizona
$38K -$644 -10 -2%
CCM
232
Context Capital Management
California
$38K +$33.9K +526 New
GWSG
233
GPS Wealth Strategies Group
Colorado
$36K – – –
FHC
234
First Horizon Corporation
Tennessee
$32K – – –
CFG
235
CKW Financial Group
Hawaii
$32K +$29K +450 New
BWA
236
BDO Wealth Advisors
Florida
$31K -$12.9K -200 -32%
DAM
237
Delta Asset Management
Tennessee
$31K – – –
NSIM
238
North Star Investment Management
Illinois
$30K – – –
SQA
239
Simon Quick Advisors
New Jersey
$30K +$27K +420 New
MSFP
240
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
PA
241
Parallel Advisors
California
$29K +$6.69K +104 +34%
ACM
242
Anfield Capital Management
California
$29K +$25.7K +400 New
AIP
243
Ameritas Investment Partners
Nebraska
$28K – – –
MA
244
Montag & Associates
Georgia
$27K +$9.85K +153 +68%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$20.6K +320 +653%
CIAS
246
Capital Investment Advisory Services
North Carolina
$26K -$53K -823 -70%
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$80.5K -1,251 -79%
PCG
248
Private Capital Group
Connecticut
$25K – – –
HWMA
249
Heritage Wealth Management (Arizona)
Arizona
$23K – – –
BW
250
Bison Wealth
Georgia
$23K +$1.93K +30 +10%
8 9
10
11 12

LIT Hedge Fund Activity: Q2 2021 in Review

312 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2021, worth a combined $744M — up 40% from $532M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LIT positions and 30 closed out — a net gain of 45 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $20.5M. The largest seller was PNC Financial Services Group, cutting an estimated $14.3M.

  • 312 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2021, up from 269 in Q1 2021.
  • Funds reported $744M of Global X Lithium & Battery Tech ETF stock for Q2 2021, up 40% quarter-over-quarter.
  • 75 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2021 and 30 closed out, a net change of +45 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $20.5M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2021.