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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
CAG
126
Csenge Advisory Group
Florida
$252K +$280K +4,280 New
TAM
127
Tocqueville Asset Management
New York
$251K
APW
128
Aurora Private Wealth
New Jersey
$250K +$279K +4,270 New
WS
129
Wedbush Securities
California
$246K +$275K +4,208 New
VCWA
130
Vanguard Capital Wealth Advisors
Colorado
$245K +$272K +4,165 New
SFS
131
Sowell Financial Services
Arkansas
$242K -$39.7K -608 -13%
IWC
132
Integrated Wealth Concepts
Massachusetts
$241K +$269K +4,124 New
BCA
133
Berman Capital Advisors
Georgia
$239K +$268K +4,099 New
FTUS
134
Flow Traders U.S.
New York
$228K +$255K +3,903 New
SC
135
Sierra Capital
Florida
$226K +$252K +3,860 New
LWAC
136
Laurel Wealth Advisors (California)
California
$225K +$252K +3,850 New
EH
137
Equitable Holdings
New York
$224K -$170K -2,599 -40%
EWM
138
EPG Wealth Management
Georgia
$223K +$249K +3,810 New
AWA
139
Arkadios Wealth Advisors
Georgia
$222K +$245K +3,750 +6,250%
LFF
140
Level Four Financial
Texas
$215K +$240K +3,675 New
GTAM
141
Global Trust Asset Management
Florida
$211K -$202K -3,097 -46%
SCA
142
Snowden Capital Advisors
New York
$210K +$235K +3,595 New
VAM
143
Verity Asset Management
North Carolina
$208K +$233K +3,562 New
SIM
144
Seaview Investment Managers
Florida
$203K -$812K -12,430 -78%
WSCM
145
Wellington Shields Capital Management
New York
$202K +$225K +3,450 New
EWM
146
Edge Wealth Management
New York
$201K +$224K +3,434 New
CFA
147
Carroll Financial Associates
North Carolina
$198K +$152K +2,329 +220%
AA
148
AlphaMark Advisors
Kentucky
$196K +$219K +3,350 New
CWAF
149
Core Wealth Advisors (Florida)
Florida
$193K +$124K +1,905 +137%
RDFA
150
Ritter Daniher Financial Advisory
Ohio
$183K +$204K +3,123 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.