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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
MWC
326
MBM Wealth Consultants
Missouri
$13K +$4.67K +57 +57%
UFF
327
USA Financial Formulas
Michigan
$13K +$12.5K +153 New
BWM
328
BerganKDV Wealth Management
Minnesota
$12K
GI
329
Gradient Investments
Minnesota
$12K
TFGT
330
TS Financial Group (TSFG)
Illinois
$12K
BWL
331
Bogart Wealth LLC
Virginia
$12K +$12.4K +151 New
CTB
332
Country Trust Bank
Illinois
$11K
LS
333
Leelyn Smith
Illinois
$11K
SNT
334
Security National Trust
West Virginia
$11K
MRCM
335
M&R Capital Management
New Jersey
$11K +$8.2K +100 +238%
CFA
336
Cahill Financial Advisors
Minnesota
$11K +$10.7K +130 New
AL
337
ADE LLC
Maryland
$9K
FHA
338
First Horizon Advisors
Tennessee
$8K +$1.56K +19 +23%
JGIA
339
Jackson Grant Investment Advisers
Connecticut
$8K +$4.92K +60 +182%
BC
340
Burleson & Co
California
$8K +$8.2K +100 New
RF
341
Robbins Farley
New Hampshire
$8K +$8.2K +100 New
WT
342
Washington Trust
Rhode Island
$8K +$8.2K +100 New
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$16.4K -200 -69%
TC
344
Truvestments Capital
Florida
$7K +$7.13K +87 New
DI
345
Disciplined Investments
Oklahoma
$6K
HPC
346
HM Payson & Co
Maine
$5K
LC
347
Lindbrook Capital
California
$5K
JMF
348
Johnson Midwest Financial
Iowa
$5K +$1.23K +15 +29%
HCM
349
Highlander Capital Management
New Jersey
$4K
CHA
350
Carmichael Hill & Associates
Maryland
$4K +$4.1K +50 New

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.