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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
PHS
126
Pekin Hardy Strauss
Illinois
$406K -$644 -10 -0.2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$405K +$333K +5,169 +1,202%
LFAS
128
Level Four Advisory Services
Texas
$403K -$19.6K -305 -5%
DWM
129
Destination Wealth Management
California
$400K +$29.8K +463 +9%
SSCA
130
South Shore Capital Advisors
Massachusetts
$399K +$354K +5,500 New
FTUS
131
Flow Traders U.S.
New York
$382K +$87.9K +1,366 +35%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$381K
EDRH
133
Edmond de Rothschild Holding
Switzerland
$380K +$322K +5,000 +2,000%
ASFA
134
All Season Financial Advisors
Colorado
$379K +$336K +5,224 New
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$378K
EH
136
Equitable Holdings
New York
$361K +$74.3K +1,155 +30%
CAG
137
Csenge Advisory Group
Florida
$356K +$42.3K +657 +15%
WANY
138
Wealthspire Advisors (New York)
New York
$354K +$24.1K +374 +8%
KP
139
Keel Point
Alabama
$349K -$1.13M -17,623 -79%
OC
140
Oppenheimer & Co
New York
$346K +$307K +4,768 New
USGIU
141
U.S. Global Investors (USGI)
Texas
$341K +$302K +4,700 New
SCA
142
Snowden Capital Advisors
New York
$339K +$69.6K +1,082 +30%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$326K +$290K +4,503 New
DADC
144
D.A. Davidson & Co
Montana
$325K +$288K +4,481 New
NL
145
NWAM LLC
Washington
$320K -$111K -1,720 -28%
GTAM
146
Global Trust Asset Management
Florida
$314K +$46.6K +724 +20%
TAM
147
Tocqueville Asset Management
New York
$312K
CFA
148
Carroll Financial Associates
North Carolina
$309K +$56.9K +884 +26%
WS
149
Wedbush Securities
California
$308K +$2.57K +40 +1%
PCA
150
Personal Capital Advisors
California
$307K -$49.1K -763 -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.