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Global X Lithium & Battery Tech ETF

367 hedge funds and large institutions have $1.23B invested in Global X Lithium & Battery Tech ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 146 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 25

147% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 59

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

66% more capital invested

Capital invested by funds: $744M → $1.23B (+$489M)

23% more call options, than puts

Call options by funds: $88.8M | Put options by funds: $72.4M

18% more funds holding

Funds holding: 312367 (+55)

5.23% more ownership

Funds ownership: 20.71%25.94% (+5.2%)

Holders
367
Holders Change
+55
Holders Change %
+17.63%
% of All Funds
6.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
84
Increased
146
Reduced
59
Closed
25
Calls
$88.8M
Puts
$72.4M
Net Calls
+$16.4M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
226
Fifth Third Securities
Ohio
$225K +$225K +2,744 New
RIA
227
Regal Investment Advisors
Michigan
$222K +$222K +2,706 New
IBOK
228
Independence Bank of Kentucky
Kentucky
$222K +$222K +2,710 New
LWMG
229
Levy Wealth Management Group
Pennsylvania
$217K +$217K +2,646 New
BSW
230
Buckingham Strategic Wealth
Missouri
$216K +$216K +2,641 New
CS
231
Candriam SCA
Luxembourg
$215K +$215K +2,624 New
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$213K
CC
233
Chicago Capital
Illinois
$213K +$213K +2,600 New
TCM
234
Triumph Capital Management
Colorado
$213K +$213K +2,603 New
Brown Advisory
235
Brown Advisory
Maryland
$210K +$210K +2,560 New
CCM
236
Cribstone Capital Management
Maine
$208K
SAM
237
Secure Asset Management
Michigan
$206K +$206K +2,513 New
TC
238
TownSquare Capital
Utah
$204K +$204K +2,483 New
PA
239
PFG Advisors
Arizona
$200K +$200K +2,442 New
Vontobel Holding
240
Vontobel Holding
Switzerland
$164K
SIAP
241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$158K
AF
242
Advisornet Financial
Minnesota
$155K +$94.3K +1,150 +156%
JPLA
243
Joseph P. Lucia & Associates
New York
$145K +$70.8K +864 +96%
OFG
244
Oxford Financial Group
Indiana
$131K +$131K +1,593 New
Fidelity Investments
245
Fidelity Investments
Massachusetts
$119K -$340K -4,142 -74%
CAAS
246
Capital Asset Advisory Services
Michigan
$117K +$16K +195 +16%
GT
247
Glenmede Trust
Pennsylvania
$116K
CWAF
248
Core Wealth Advisors (Florida)
Florida
$114K
AWM
249
Activest Wealth Management
Florida
$114K +$29.3K +357 +34%
CA
250
Clearstead Advisors
Ohio
$105K +$103K +1,256 +6,280%

LIT Hedge Fund Activity: Q3 2021 in Review

367 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2021, worth a combined $1.23B — up 66% from $744M a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LIT positions and 25 closed out — a net gain of 59 holders — while 146 added to existing stakes and 59 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $148M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.43M.

  • 367 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2021, up from 312 in Q2 2021.
  • Funds reported $1.23B of Global X Lithium & Battery Tech ETF stock for Q3 2021, up 66% quarter-over-quarter.
  • 84 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2021 and 25 closed out, a net change of +59 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $148M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2021 was Commonwealth Equity Services, an estimated $7.43M sold.

Based on aggregated 13F filings for Q3 2021.