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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
LFA
26
Legend Financial Advisors
Pennsylvania
$9.51M +$8.81M +99,320 +747%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$9.33M +$3.53M +39,859 +56%
HighTower Advisors
28
HighTower Advisors
Illinois
$9.04M +$876K +9,883 +10%
MWA
29
MFA Wealth Advisors
Pennsylvania
$8.85M +$55.1K +621 +0.6%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$8M -$1.23M -13,832 -13%
Nomura Asset Management
31
Nomura Asset Management
Japan
$7.73M +$2.13M +23,970 +35%
MML Investors Services
32
MML Investors Services
Massachusetts
$7.57M +$2.34M +26,445 +42%
CAN
33
Cetera Advisor Networks
California
$7.43M +$3.54M +39,937 +83%
CF
34
Clarity Financial
Texas
$7.12M +$1.06M +11,948 +17%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$6.94M +$1.06M +12,010 +17%
CA
36
Cetera Advisors
Colorado
$6.91M +$4.48M +50,503 +161%
CCM
37
Consolidated Capital Management
California
$6.69M -$13.2K -149 -0.2%
CI
38
Cavalier Investments
Georgia
$6.35M +$1.2M +13,538 +22%
JP Morgan Chase
39
JP Morgan Chase
New York
$6.22M +$1.29M +14,573 +25%
IUHSA
40
Itau Unibanco Holding S.A.
Brazil
$6.2M
ZIMP
41
Zimmermann Investment Management & Planning
Pennsylvania
$5.98M +$6.28M +70,851 New
PCMM
42
Piedmont Capital Management (Montana)
Montana
$5.76M +$103K +1,163 +2%
Stifel Financial
43
Stifel Financial
Missouri
$5.62M +$2.6M +29,315 +79%
JRFS
44
James Reed Financial Services
Ohio
$5.47M +$11.5M +129,141 New
JGC
45
J. Goldman & Co
New York
$5.3M +$5.57M +62,828 New
CS
46
Credit Suisse
Switzerland
$4.95M +$467K +5,267 +10%
AWM
47
AE Wealth Management
Kansas
$4.77M +$114K +1,283 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4.5M +$2.28M +25,691 +110%
JWS
49
Juncture Wealth Strategies
Arizona
$4.39M +$368K +4,150 +9%
AAS
50
Ameritas Advisory Services
Nebraska
$4.17M +$4.38M +49,429 New

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.