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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
Citadel Advisors
51
Citadel Advisors
Florida
$4.1M -$3.48M -39,197 -45%
YC
52
Yarbrough Capital
Tennessee
$4.05M +$4.26M +47,999 New
Bank Julius Baer & Co
53
Bank Julius Baer & Co
Switzerland
$3.66M +$3.78M +42,603 +5,757%
Barclays
54
Barclays
United Kingdom
$3.58M -$950K -10,713 -20%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.4M +$192K +2,171 +6%
BP
56
Ballentine Partners
Massachusetts
$3.36M
APA
57
American Portfolios Advisors
New York
$3.32M -$793K -8,941 -19%
SFS
58
Sowell Financial Services
Arkansas
$3.3M -$169K -1,901 -5%
Truist Financial
59
Truist Financial
North Carolina
$3.22M +$30.6K +345 +0.9%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$3.1M +$671K +7,566 +26%
SFI
61
SPC Financial Inc
Maryland
$3.09M +$174K +1,968 +6%
RCM
62
Requisite Capital Management
Texas
$2.97M +$184K +2,070 +6%
DWP
63
Destiny Wealth Partners
Florida
$2.88M +$75.3K +849 +3%
FAIM
64
Financial Advocates Investment Management
Washington
$2.86M +$125K +1,410 +4%
NFG
65
Next Financial Group
Texas
$2.81M +$291K +3,282 +11%
Creative Planning
66
Creative Planning
Kansas
$2.81M +$386K +4,352 +15%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$2.77M +$728K +8,209 +33%
KAS
68
Kestra Advisory Services
Texas
$2.74M +$624K +7,037 +28%
SPIA
69
Steward Partners Investment Advisory
New York
$2.72M -$26.5K -299 -0.9%
AA
70
Advisory Alpha
Michigan
$2.69M +$123K +1,382 +5%
William Blair & Company
71
William Blair & Company
Illinois
$2.66M +$1.43M +16,152 +105%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$2.39M +$372K +4,198 +17%
HT
73
HAP Trading
New York
$2.35M -$5.58M -62,967 -69%
HG
74
Herbst Group
Connecticut
$2.34M +$2.46M +27,701 New
PI
75
PEAK6 Investments
Illinois
$2.33M -$4.37M -49,251 -64%

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.