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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
SFS
51
Sowell Financial Services
Arkansas
$3.35M +$3.35M +40,869 New
ACM
52
Axel Capital Management
New York
$3.28M
BP
53
Ballentine Partners
Massachusetts
$3.26M
BRWA
54
B. Riley Wealth Advisors
Florida
$3.2M +$170K +2,071 +6%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.12M +$376K +4,592 +14%
Truist Financial
56
Truist Financial
North Carolina
$3.09M +$499K +6,082 +19%
Stifel Financial
57
Stifel Financial
Missouri
$3.06M +$737K +8,987 +32%
Renaissance Technologies
58
Renaissance Technologies
New York
$2.93M +$1.85M +22,600 +171%
SFI
59
SPC Financial Inc
Maryland
$2.83M +$2.84M +34,595 New
DWP
60
Destiny Wealth Partners
Florida
$2.72M +$88.5K +1,079 +3%
RCM
61
Requisite Capital Management
Texas
$2.71M +$719K +8,767 +36%
SPIA
62
Steward Partners Investment Advisory
New York
$2.67M +$304K +3,710 +13%
FAIM
63
Financial Advocates Investment Management
Washington
$2.66M +$799K +9,744 +43%
CA
64
Cetera Advisors
Colorado
$2.57M +$800K +9,758 +45%
MIAN
65
Mariner Independent Advisor Network
Kansas
$2.51M -$151K -1,840 -6%
AA
66
Advisory Alpha
Michigan
$2.49M +$2.49M +30,417 New
NFG
67
Next Financial Group
Texas
$2.46M -$104K -1,265 -4%
TWM
68
Triton Wealth Management
Arizona
$2.45M +$38.4K +468 +2%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$2.39M +$762K +9,291 +47%
Creative Planning
70
Creative Planning
Kansas
$2.37M -$65.9K -804 -3%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$2.33M -$122K -1,492 -5%
MWM
72
Merriman Wealth Management
Washington
$2.22M -$385K -4,701 -15%
FCC
73
Florin Court Capital
United Kingdom
$2.21M -$976K -11,900 -31%
KAS
74
Kestra Advisory Services
Texas
$2.08M +$574K +6,997 +38%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$2.02M -$288K -3,514 -13%

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.