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Global X Lithium & Battery Tech ETF

460 hedge funds and large institutions have $1.39B invested in Global X Lithium & Battery Tech ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 175 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 31

154% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more funds holding

Funds holding: 367460 (+93)

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$155M)

0.83% less ownership

Funds ownership: 25.94%25.11% (-0.83%)

3% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $54.9M

Holders
460
Holders Change
+93
Holders Change %
+25.34%
% of All Funds
7.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
131
Increased
175
Reduced
69
Closed
31
Calls
$53.2M
Puts
$54.9M
Net Calls
-$1.63M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
251
Pathstone Family Office
New Jersey
$281K
MSFP
252
Mark Sheptoff Financial Planning
Connecticut
$279K
CLOS
253
Compagnie Lombard Odier SCmA
Switzerland
$278K -$8.87K -100 -3%
CAN
254
Claraphi Advisory Network
United States
$278K +$8.25K +93 +3%
CCM
255
Covington Capital Management
California
$276K +$26.6K +300 +10%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$273K +$286K +3,230 New
TF
257
Trek Financial
Arizona
$272K +$2.84K +32 +1%
IIA
258
IPG Investment Advisors
California
$266K +$27.5K +310 +11%
Optiver Holding
259
Optiver Holding
Netherlands
$263K
NFC
260
Northeast Financial Consultants
Connecticut
$263K +$276K +3,109 New
IBOK
261
Independence Bank of Kentucky
Kentucky
$256K +$29K +327 +12%
CW
262
CreativeOne Wealth
Kansas
$255K +$268K +3,020 New
ATFA
263
All Terrain Financial Advisors
Minnesota
$253K -$40.2K -453 -13%
WSCM
264
Wellington Shields Capital Management
New York
$253K
SS
265
Sunbelt Securities
Texas
$253K +$30.2K +341 +12%
RPCONE
266
Retirement Planning Company of New England
Rhode Island
$253K +$266K +3,005 New
CBFP
267
Cedar Brook Financial Partners
Ohio
$251K +$264K +2,978 New
RIA
268
Regal Investment Advisors
Michigan
$249K +$22K +248 +9%
PA
269
PFG Advisors
Arizona
$249K +$44.8K +505 +21%
PAA
270
Peregrine Asset Advisers
Oregon
$248K +$261K +2,942 New
LWMG
271
Levy Wealth Management Group
Pennsylvania
$246K +$24.1K +272 +10%
SFG
272
SNS Financial Group
Minnesota
$245K +$257K +2,897 New
FWM
273
Frontier Wealth Management
Missouri
$245K +$257K +2,900 New
OIA
274
OneDigital Investment Advisors
Kansas
$242K +$254K +2,862 New
CSIC
275
Clifford Swan Investment Counsel
California
$241K

LIT Hedge Fund Activity: Q4 2021 in Review

460 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2021, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new LIT positions and 31 closed out — a net gain of 100 holders — while 175 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $102M.

  • 460 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2021, up from 367 in Q3 2021.
  • Funds reported $1.39B of Global X Lithium & Battery Tech ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 131 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2021 and 31 closed out, a net change of +100 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2021 was Bank of America, an estimated $31.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2021.