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Global X Lithium & Battery Tech ETF

312 hedge funds and large institutions have $744M invested in Global X Lithium & Battery Tech ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 118 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

136% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 50

42% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $54.6M

40% more capital invested

Capital invested by funds: $532M → $744M (+$212M)

16% more funds holding

Funds holding: 269312 (+43)

1.22% more ownership

Funds ownership: 19.49%20.71% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
312
Holders Change
+43
Holders Change %
+15.99%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
118
Reduced
50
Closed
30
Calls
$77.4M
Puts
$54.6M
Net Calls
+$22.8M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Destiny Wealth Partners
Florida
$2.33M +$854K +13,263 +70%
MWM
52
Merriman Wealth Management
Washington
$2.31M +$2.05M +31,804 New
Truist Financial
53
Truist Financial
North Carolina
$2.29M +$970K +15,064 +91%
NFG
54
Next Financial Group
Texas
$2.27M -$133K -2,068 -6%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$2.17M -$20.1K -313 -1%
Creative Planning
56
Creative Planning
Kansas
$2.15M +$266K +4,131 +16%
SPIA
57
Steward Partners Investment Advisory
New York
$2.09M +$340K +5,286 +22%
Stifel Financial
58
Stifel Financial
Missouri
$2.05M +$243K +3,772 +15%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$2.04M +$27.4K +425 +2%
SG Americas Securities
60
SG Americas Securities
New York
$2.02M -$268K -4,161 -13%
Citigroup
61
Citigroup
New York
$2.01M -$1.66M -25,766 -48%
RCM
62
Requisite Capital Management
Texas
$1.76M +$1.57M +24,317 New
PVH
63
Psagot Value Holdings
Israel
$1.74M
William Blair & Company
64
William Blair & Company
Illinois
$1.72M +$358K +5,567 +31%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.72M +$352K +5,464 +30%
FAIM
66
Financial Advocates Investment Management
Washington
$1.7M -$303K -4,706 -17%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$1.69M +$257K +4,000 +21%
AC
68
Avestar Capital
New York
$1.68M +$953K +14,807 +178%
CC
69
Copperleaf Capital
North Carolina
$1.64M +$1.46M +22,694 New
IWM
70
IHT Wealth Management
Illinois
$1.59M +$904K +14,042 +176%
CA
71
Cetera Advisors
Colorado
$1.56M +$339K +5,263 +32%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$1.44M +$424K +6,583 +49%
SPC
73
Sigma Planning Corp
Michigan
$1.42M +$780K +12,115 +162%
KAS
74
Kestra Advisory Services
Texas
$1.33M +$222K +3,457 +23%
APA
75
American Portfolios Advisors
New York
$1.32M +$81.9K +1,273 +8%

LIT Hedge Fund Activity: Q2 2021 in Review

312 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2021, worth a combined $744M — up 40% from $532M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LIT positions and 30 closed out — a net gain of 45 holders — while 118 added to existing stakes and 50 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $20.5M. The largest seller was PNC Financial Services Group, cutting an estimated $14.3M.

  • 312 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2021, up from 269 in Q1 2021.
  • Funds reported $744M of Global X Lithium & Battery Tech ETF stock for Q2 2021, up 40% quarter-over-quarter.
  • 75 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2021 and 30 closed out, a net change of +45 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $20.5M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2021.