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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
SAM
301
Strategic Asset Management
Minnesota
$25K +$24.6K +300 New
BFEC
302
Benjamin F. Edwards & Company
Missouri
$24K
TFA
303
Toth Financial Advisory
Virginia
$24K +$4.92K +60 +26%
CCC
304
Crescent Capital Consulting
Louisiana
$23K
TRCT
305
Tower Research Capital (TRC)
New York
$23K +$8.44K +103 +58%
TWA
306
TCI Wealth Advisors
Arizona
$23K +$18.9K +230 +460%
KIG
307
Kowal Investment Group
Wisconsin
$23K +$22.5K +275 New
AIM
308
Anchor Investment Management
South Carolina
$22.1K
BCM
309
Blume Capital Management
California
$22K +$22.2K +271 New
First Manhattan
310
First Manhattan
New York
$21K
1IA
311
1834 Investment Advisors
Wisconsin
$18K -$2.46K -30 -12%
HWA
312
HHM Wealth Advisors
Tennessee
$18K
ODG
313
O'Dell Group
Ohio
$18K +$17.9K +218 New
IPW
314
IronBridge Private Wealth
Texas
$17K
PMFA
315
Plante Moran Financial Advisors
Michigan
$17K
FP
316
Financial Perspectives
Minnesota
$16.1K +$5.16K +63 +47%
PIA
317
Powell Investment Advisors
Florida
$16K -$90.2K -1,100 -85%
CIA
318
Choate Investment Advisors
Massachusetts
$16K
MA
319
MUFG Americas
New York
$16K
NFSG
320
Newbridge Financial Services Group
Florida
$16K
RMC
321
Resources Management Corp
Connecticut
$16K
TF
322
TimeScale Financial
Massachusetts
$16K
TFS
323
TrustCore Financial Services
Tennessee
$15K +$2.46K +30 +20%
COCM
324
Charter Oak Capital Management
New Hampshire
$14K +$1.89K +23 +16%
APWA
325
Atlas Private Wealth Advisors
New Jersey
$13K

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.