We are live on ! Find out more
LIT icon

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
GLA
101
Good Life Advisors
Pennsylvania
$746K +$662K +10,291 New
LWPC
102
Legacy Wealth Partners (California)
California
$741K +$658K +10,229 New
SAS
103
Stelac Advisory Services
New York
$734K +$501K +7,778 +331%
CA
104
Claro Advisors
Massachusetts
$731K +$332K +5,163 +105%
SWP
105
Stratos Wealth Partners
Ohio
$719K +$67.8K +1,054 +12%
NA
106
NewEdge Advisors
Louisiana
$695K +$77.6K +1,205 +14%
GWM
107
Geneos Wealth Management
Colorado
$693K -$204K -3,164 -25%
ASN
108
Advisory Services Network
Georgia
$681K +$75.5K +1,173 +14%
AJ
109
Ashburton (Jersey)
Jersey
$627K +$231K +3,589 +71%
BRWM
110
B. Riley Wealth Management
Tennessee
$617K +$144K +2,245 +36%
MFA
111
Mayflower Financial Advisors
Massachusetts
$608K -$10.9K -169 -2%
WP
112
WealthSource Partners
California
$599K +$22.5K +350 +4%
US Bancorp
113
US Bancorp
Minnesota
$597K +$7.98K +124 +2%
IFG
114
Independent Financial Group
California
$567K +$27.8K +432 +6%
EA
115
Emerald Advisors
Washington
$543K +$161K +2,500 +50%
SS
116
Simplicity Solutions
Minnesota
$543K +$482K +7,493 New
AFM
117
Andesa Financial Management
Pennsylvania
$536K
DAS
118
Dynamic Advisor Solutions
Arizona
$530K +$1.48K +23 +0.3%
AA
119
Ancora Advisors
Ohio
$527K +$45.9K +713 +11%
Wolverine Trading
120
Wolverine Trading
Illinois
$507K -$1.77M -27,508 -80%
RWB
121
RMR Wealth Builders
New Jersey
$504K +$2.9K +45 +0.7%
VWA
122
V Wealth Advisors
Kansas
$466K +$415K +6,453 New
EW
123
Evoke Wealth
California
$461K
IF
124
Intrua Financial
Texas
$451K +$335K +5,209 New
VNA
125
Valley National Advisers
Pennsylvania
$436K +$51.6K +802 +15%

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.