We are live on ! Find out more
LIT icon

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
RWB
101
RMR Wealth Builders
New Jersey
$404K +$451K +6,904 New
CA
102
Calton & Associates
Florida
$387K +$433K +6,619 New
AA
103
Ancora Advisors
Ohio
$383K +$406K +6,211 +1,795%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$381K
EW
105
Evoke Wealth
California
$372K +$416K +6,360 New
BRWM
106
B. Riley Wealth Management
Tennessee
$367K +$173K +2,648 +73%
AIC
107
Ameritas Investment Company
Nebraska
$361K +$403K +6,173 New
NL
108
NWAM LLC
Washington
$359K +$401K +6,133 New
LFAS
109
Level Four Advisory Services
Texas
$343K +$383K +5,868 New
AIC
110
Archer Investment Corporation
Indiana
$340K +$1.18K +18 +0.3%
PHS
111
Pekin Hardy Strauss
Illinois
$328K +$367K +5,615 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$326K +$365K +5,585 New
ECA
113
Elevated Capital Advisors
Utah
$323K -$35.5K -544 -9%
Barclays
114
Barclays
United Kingdom
$315K -$1.61M -24,658 -82%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$22.7K +347 +7%
VNA
116
Valley National Advisers
Pennsylvania
$305K +$86.8K +1,328 +34%
AJ
117
Ashburton (Jersey)
Jersey
$296K +$331K +5,058 New
DWM
118
Destination Wealth Management
California
$296K +$331K +5,059 New
PCA
119
Personal Capital Advisors
California
$292K +$326K +4,996 New
EA
120
Emerald Advisors
Washington
$292K +$327K +5,000 New
CA
121
Claro Advisors
Massachusetts
$288K +$322K +4,932 New
YIH
122
Y-Intercept (HK)
Hong Kong
$267K +$302K +4,619 New
UCFA
123
United Capital Financial Advisors
Texas
$265K +$296K +4,527 New
WANY
124
Wealthspire Advisors (New York)
New York
$263K +$48.2K +737 +20%
SWM
125
Spire Wealth Management
Virginia
$260K +$286K +4,371 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.