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Global X Lithium & Battery Tech ETF

269 hedge funds and large institutions have $532M invested in Global X Lithium & Battery Tech ETF in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 23

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

38% more funds holding

Funds holding: 195269 (+74)

19% more capital invested

Capital invested by funds: $449M → $532M (+$83M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $80.3M

6.22% less ownership

Funds ownership: 25.71%19.49% (-6.2%)

Holders
269
Holders Change
+74
Holders Change %
+37.95%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
95
Reduced
37
Closed
23
Calls
$74.7M
Puts
$80.3M
Net Calls
-$5.63M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.43M +$608K +9,303 +61%
MIAN
52
Mariner Independent Advisor Network
Kansas
$1.43M +$1.6M +24,457 New
PVH
53
Psagot Value Holdings
Israel
$1.4M
SPIA
54
Steward Partners Investment Advisory
New York
$1.37M +$1.31M +20,101 +589%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.35M +$1.04M +15,923 +221%
KP
56
Keel Point
Alabama
$1.31M +$1.47M +22,441 New
Millennium Management
57
Millennium Management
New York
$1.26M +$1.41M +21,600 New
Goldman Sachs
58
Goldman Sachs
New York
$1.22M +$1.36M +20,808 New
HSBC Holdings
59
HSBC Holdings
United Kingdom
$1.13M +$524K +8,025 +71%
DWP
60
Destiny Wealth Partners
Florida
$1.1M +$1.21M +18,506 +5,155%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.09M +$800K +12,243 +202%
William Blair & Company
62
William Blair & Company
Illinois
$1.06M +$1.11M +16,973 +1,470%
HH
63
Hilltop Holdings
Texas
$1.03M +$697K +10,666 +154%
APA
64
American Portfolios Advisors
New York
$987K -$1.64M -25,144 -60%
Truist Financial
65
Truist Financial
North Carolina
$971K +$451K +6,899 +71%
CA
66
Cetera Advisors
Colorado
$954K -$65.3K -999 -6%
KAS
67
Kestra Advisory Services
Texas
$874K +$317K +4,852 +48%
NCM
68
Newfoundland Capital Management
Brazil
$857K +$958K +14,658 New
FFN
69
Focus Financial Network
Minnesota
$823K +$920K +14,076 New
GWM
70
Geneos Wealth Management
Colorado
$813K +$646K +9,886 +340%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$779K +$155K +2,376 +22%
SWM
72
SeaCrest Wealth Management
New York
$731K +$47.1K +721 +6%
BAM
73
Belpointe Asset Management
Nevada
$719K +$504K +7,719 +169%
HI
74
Harbour Investments
Wisconsin
$694K +$776K +11,873 New
SIA
75
Soltis Investment Advisors
Utah
$656K +$733K +11,215 New

LIT Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2021, worth a combined $532M — up 19% from $449M a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new LIT positions and 23 closed out — a net gain of 76 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Jane Street, cutting an estimated $13.5M.

  • 269 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $532M of Global X Lithium & Battery Tech ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 99 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2021 and 23 closed out, a net change of +76 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2021 was Morgan Stanley, an estimated $24.6M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2021.