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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
HWMA
276
Heritage Wealth Management (Arizona)
Arizona
$52K +$25.7K +314 +98%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$49.2K
BC
278
Bartlett & Co
Ohio
$49K
BBPWM
279
Blue Bell Private Wealth Management
Pennsylvania
$49K
FCM
280
Firestone Capital Management
Florida
$49K
GRP
281
Global Retirement Partners
California
$48K -$10.2K -124 -17%
MA
282
Montag & Associates
Georgia
$45K +$13.9K +170 +45%
MCM
283
MV Capital Management
Maryland
$45K +$44.8K +546 New
SIM
284
Sonora Investment Management
Arizona
$43K
GWSG
285
GPS Wealth Strategies Group
Colorado
$41K
CFG
286
CKW Financial Group
Hawaii
$37K
TAM
287
Tucker Asset Management
Colorado
$35.7K +$16.3K +199 +105%
DAM
288
Delta Asset Management
Tennessee
$35K
SQA
289
Simon Quick Advisors
New Jersey
$34K
BW
290
Bison Wealth
Georgia
$34K +$7.3K +89 +28%
TCWM
291
Total Clarity Wealth Management
Illinois
$34K +$34.4K +420 New
NSIM
292
North Star Investment Management
Illinois
$33K
AP
293
Advisors Preferred
Maryland
$32K -$114K -1,385 -78%
BWA
294
BDO Wealth Advisors
Florida
$31K -$4.1K -50 -12%
PA
295
Parallel Advisors
California
$31K -$2.79K -34 -8%
AIP
296
Ameritas Investment Partners
Nebraska
$31K
BWM
297
Baystate Wealth Management
Massachusetts
$30K +$5.25K +64 +21%
HI
298
Hudock Inc
Pennsylvania
$30K +$14K +171 +86%
PCG
299
Private Capital Group
Connecticut
$28K
BFC
300
Bedel Financial Consulting
Indiana
$28K +$2.62K +32 +10%

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.