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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
BFC
251
Bedel Financial Consulting
Indiana
$23K +$2.06K +32 +11%
BWM
252
Baystate Wealth Management
Massachusetts
$22K +$4.7K +73 +32%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$21K – – –
LWANC
254
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
CCC
255
Crescent Capital Consulting
Louisiana
$20K – – –
AIM
256
Anchor Investment Management
South Carolina
$19.6K – – –
1IA
257
1834 Investment Advisors
Wisconsin
$18K – – –
First Manhattan
258
First Manhattan
New York
$18K +$7.08K +110 +73%
TFA
259
Toth Financial Advisory
Virginia
$17K +$14.8K +230 New
HWA
260
HHM Wealth Advisors
Tennessee
$16K – – –
MA
261
Modus Advisors
Minnesota
$16K +$14.4K +223 New
PMFA
262
Plante Moran Financial Advisors
Michigan
$15K -$180K -2,790 -93%
IPW
263
IronBridge Private Wealth
Texas
$15K +$13.4K +208 New
HI
264
Hudock Inc
Pennsylvania
$14K – – –
MA
265
MUFG Americas
New York
$14K – – –
NFSG
266
Newbridge Financial Services Group
Florida
$14K – – –
RMC
267
Resources Management Corp
Connecticut
$14K – – –
CIA
268
Choate Investment Advisors
Massachusetts
$14K +$12.5K +194 New
TF
269
TimeScale Financial
Massachusetts
$14K +$12.9K +200 New
EBSAM
270
Eubel Brady & Suttman Asset Management
Ohio
$14K +$15.4K +239 New
TAM
271
Tucker Asset Management
Colorado
$13.7K +$3.15K +49 +35%
TRCT
272
Tower Research Capital (TRC)
New York
$13K +$3.73K +58 +49%
WWMSC
273
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$5.73K +89 +105%
CP
274
Castleview Partners
Texas
$13K +$12K +186 New
APWA
275
Atlas Private Wealth Advisors
New Jersey
$12K +$10.2K +159 New
9 10
11
12 13

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.