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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
ZF
301
Zhang Financial
Michigan
$204K +$214K +2,418 New
IAG
302
Investmark Advisory Group
Connecticut
$202K +$212K +2,394 New
PIMG
303
Patriot Investment Management Group
Tennessee
$202K +$213K +2,397 New
IA
304
IFG Advisory
Georgia
$201K +$212K +2,391 New
CA
305
Clearstead Advisors
Ohio
$170K +$65.3K +737 +58%
SM
306
SG3 Management
Puerto Rico
$169K -$124K -1,400 -41%
AF
307
Advisornet Financial
Minnesota
$162K +$3.1K +35 +2%
BLC
308
Brown, Lisle/Cummings
Rhode Island
$142K +$149K +1,676 New
LC
309
Lindbrook Capital
California
$137K +$138K +1,560 +2,438%
GT
310
Glenmede Trust
Pennsylvania
$120K
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$115K +$13.3K +150 +12%
Fidelity Investments
312
Fidelity Investments
Massachusetts
$111K -$12.9K -145 -10%
CAAS
313
Capital Asset Advisory Services
Michigan
$109K -$12.4K -140 -10%
CWAF
314
Core Wealth Advisors (Florida)
Florida
$109K -$9.13K -103 -7%
GWSG
315
GPS Wealth Strategies Group
Colorado
$105K +$66.4K +749 +150%
CIAS
316
Capital Investment Advisory Services
North Carolina
$103K +$23.9K +270 +28%
BAM
317
Bellevue Asset Management
Washington
$101K
SBL
318
Sargent Bickham Lagudis
Colorado
$98K
SCA
319
Sandy Cove Advisors
Massachusetts
$98K +$103K +1,160 New
TWC
320
TD Waterhouse Canada
Ontario, Canada
$95.5K +$92.7K +1,046 New
MTWM
321
Masso Torrence Wealth Management
New Jersey
$95K +$100K +1,130 New
SFFS
322
Stonehage Fleming Financial Services
Jersey
$88K
QC
323
Quent Capital
New York
$87K +$91.4K +1,031 New
FCMA
324
Foresight Capital Management Advisors
Michigan
$87K +$91.8K +1,035 New
CCA
325
Column Capital Advisors
Indiana
$84K

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.