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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
JMF
251
Johnson Midwest Financial
Iowa
$3K
PA
252
Perennial Advisors
New York
$3K +$2.94K +45 New
HCM
253
Highlander Capital Management
New Jersey
$3K +$3.27K +50 New
FHA
254
First Horizon Advisors
Tennessee
$3K +$4.18K +64 New
ED
255
Exane Derivatives
France
$2.57K -$498K -7,625 -99%
BC
256
Belmont Capital
California
$2K
CWA
257
Clearview Wealth Advisors
Oregon
$2K
MFA
258
McClarren Financial Advisors
Pennsylvania
$2K
NL
259
NVWM LLC
Pennsylvania
$2K
TCM
260
Tradewinds Capital Management
Washington
$2K
MWM
261
Mascoma Wealth Management
New Hampshire
$2K +$1.96K +30 New
EWM
262
Elite Wealth Management
Washington
$1.38K +$62.3K +953 +4%
BC
263
Barnett & Company
Tennessee
$1K
BlackRock
264
BlackRock
New York
$1K
JWM
265
Janiczek Wealth Management
Colorado
$1K
JWA
266
JFS Wealth Advisors
Pennsylvania
$1K +$653 +10 New
GAM
267
Grandview Asset Management
Pennsylvania
$1K +$1.24K +19 New
CA
268
Clearstead Advisors
Ohio
$1K +$1.31K +20 New
FPW
269
Flagship Private Wealth
Massachusetts
$907 +$980 +15 New
Renaissance Technologies
270
Renaissance Technologies
New York
-$5.87M -94,881 Closed
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
-$5.05M -81,598 Closed
SS
272
Simplicity Solutions
Minnesota
-$2.34M -37,874 Closed
CF
273
Centaurus Financial
California
-$1.79M -28,971 Closed
GCA
274
Greenwood Capital Associates
South Carolina
-$1.51M -24,463 Closed
SB
275
Simmons Bank
Arkansas
-$1.28M -20,663 Closed

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.