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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
MFA
301
McClarren Financial Advisors
Pennsylvania
$2K – – –
NL
302
NVWM LLC
Pennsylvania
$2K – – –
TCM
303
Tradewinds Capital Management
Washington
$2K – – –
JGIA
304
Jackson Grant Investment Advisers
Connecticut
$2K +$2.12K +33 New
SW
305
SVB Wealth
Massachusetts
$2K +$2.25K +35 New
EWM
306
Elite Wealth Management
Washington
$1.7K -$15.1K -235 -1%
FPW
307
Flagship Private Wealth
Massachusetts
$1.13K – – –
CA
308
Clearstead Advisors
Ohio
$1K – – –
JWM
309
Janiczek Wealth Management
Colorado
$1K – – –
ED
310
Exane Derivatives
France
$242 -$2.64K -41 -93%
BBHC
311
Brown Brothers Harriman & Co
New York
$113 +$100K +1,555 New
Millennium Management
312
Millennium Management
New York
– -$1.26M -21,600 Closed
Goldman Sachs
313
Goldman Sachs
New York
– -$1.22M -20,808 Closed
NCM
314
Newfoundland Capital Management
Brazil
– -$857K -14,658 Closed
CM
315
Columbus Macro
Pennsylvania
– -$652K -11,155 Closed
PAS
316
Park Avenue Securities
New York
– -$440K -7,530 Closed
CA
317
Calton & Associates
Florida
– -$387K -6,619 Closed
AIC
318
Archer Investment Corporation
Indiana
– -$340K -5,822 Closed
YIH
319
Y-Intercept (HK)
Hong Kong
– -$267K -4,619 Closed
VCWA
320
Vanguard Capital Wealth Advisors
Colorado
– -$245K -4,165 Closed
SFS
321
Sowell Financial Services
Arkansas
– -$242K -3,901 Closed
LFF
322
Level Four Financial
Texas
– -$215K -3,675 Closed
EP
323
Eudaimonia Partners
Tennessee
– -$128K -2,193 Closed
WAP
324
Wealthcare Advisory Partners
Pennsylvania
– -$86K -1,475 Closed
NIC
325
Northwest Investment Counselors
Oregon
– -$38K -652 Closed
10 11 12
13
14

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.