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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
LFA
101
Legend Financial Advisors
Pennsylvania
$1.09M +$160K +1,957 +17%
CIC
102
Canal Insurance Company
South Carolina
$1.07M
GWM
103
Geneos Wealth Management
Colorado
$1.07M +$286K +3,486 +36%
BCV
104
Banque Cantonale Vaudoise
Switzerland
$1.02M -$142K -1,727 -12%
SWM
105
SeaCrest Wealth Management
New York
$1.02M -$41.3K -504 -4%
CA
106
Claro Advisors
Massachusetts
$1.01M +$183K +2,231 +22%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$988K +$75.2K +917 +8%
Wealthfront Advisers
108
Wealthfront Advisers
California
$965K +$966K +11,780 New
ASN
109
Advisory Services Network
Georgia
$931K +$161K +1,963 +21%
IWC
110
Integrated Wealth Concepts
Massachusetts
$927K +$76.9K +938 +9%
BCM
111
Barometer Capital Management
Ontario, Canada
$918K -$238K -2,900 -21%
IAP
112
Indie Asset Partners
Indiana
$917K +$55.3K +675 +6%
SWP
113
Stratos Wealth Partners
Ohio
$916K +$103K +1,254 +13%
SC
114
Scotia Capital
Ontario, Canada
$914K +$8.12K +99 +0.9%
QFA
115
Quattro Financial Advisors
Texas
$889K
IFG
116
Independent Financial Group
California
$882K +$240K +2,930 +37%
Mariner
117
Mariner
Kansas
$879K +$879K +10,727 New
BAM
118
Belpointe Asset Management
Nevada
$859K -$91.3K -1,114 -10%
AJ
119
Ashburton (Jersey)
Jersey
$832K +$124K +1,508 +17%
CAG
120
Csenge Advisory Group
Florida
$808K +$410K +4,999 +101%
US Bancorp
121
US Bancorp
Minnesota
$802K +$127K +1,550 +19%
DA
122
DCF Advisers
Connecticut
$779K +$779K +9,500 New
NA
123
NewEdge Advisors
Louisiana
$766K -$20K -244 -3%
SAS
124
Stelac Advisory Services
New York
$765K -$64.6K -788 -8%
EVM
125
Eaton Vance Management
Massachusetts
$764K +$50.2K +612 +6%

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.