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Global X Lithium & Battery Tech ETF

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: 269312 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BerganKDV Wealth Management
Minnesota
$11K
SNT
277
Security National Trust
West Virginia
$11K
TFS
278
TrustCore Financial Services
Tennessee
$11K
TFGT
279
TS Financial Group (TSFG)
Illinois
$11K +$9.65K +150 New
CTB
280
Country Trust Bank
Illinois
$10K
GI
281
Gradient Investments
Minnesota
$10K +$1.03K +16 +13%
COCM
282
Charter Oak Capital Management
New Hampshire
$10K +$9.14K +142 New
FP
283
Financial Perspectives
Minnesota
$9.64K +$8.56K +133 New
LS
284
Leelyn Smith
Illinois
$9K +$8.37K +130 New
AL
285
ADE LLC
Maryland
$8K
MWC
286
MBM Wealth Consultants
Missouri
$7K +$6.44K +100 New
LWM
287
Liberty Wealth Management
California
$5K
LC
288
Lindbrook Capital
California
$5K
FHA
289
First Horizon Advisors
Tennessee
$5K +$1.16K +18 +28%
BU
290
BBVA USA
Alabama
$5K +$4.38K +68 New
DI
291
Disciplined Investments
Oklahoma
$5K +$4.38K +68 New
HCM
292
Highlander Capital Management
New Jersey
$4K
HPC
293
HM Payson & Co
Maine
$4K
JMF
294
Johnson Midwest Financial
Iowa
$4K
TWA
295
TCI Wealth Advisors
Arizona
$4K +$3.22K +50 New
PA
296
Perennial Advisors
New York
$3K
CWA
297
Clearview Wealth Advisors
Oregon
$3K +$64 +1 +3%
MRCM
298
M&R Capital Management
New Jersey
$3K +$2.7K +42 New
BC
299
Belmont Capital
California
$2K
BlackRock
300
BlackRock
New York
$2K

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.