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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
MCC
151
Money Concepts Capital
Florida
$179K +$200K +3,054 New
PMFA
152
Plante Moran Financial Advisors
Michigan
$175K
AWM
153
AllSquare Wealth Management
New York
$168K +$187K +2,869 New
IAIM
154
International Assets Investment Management
Florida
$152K
CCM
155
Cribstone Capital Management
Maine
$148K +$2.42K +37 +1%
SAS
156
Stelac Advisory Services
New York
$137K +$153K +2,349 New
IA
157
IFP Advisors
Florida
$130K +$2.55K +39 +2%
EP
158
Eudaimonia Partners
Tennessee
$128K -$19.3K -295 -12%
CH
159
Canton Hathaway
Rhode Island
$117K
SIAP
160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K
CLOS
161
Compagnie Lombard Odier SCmA
Switzerland
$111K -$65.3K -1,000 -34%
EFSCE
162
Enterprise Financial Services Corp (EFSC)
Missouri
$93K -$4.97K -76 -5%
AWM
163
Activest Wealth Management
Florida
$87K +$96.3K +1,473 New
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$86K +$96.4K +1,475 New
AF
165
Allworth Financial
California
$74K +$66.6K +1,019 +413%
BAM
166
Bellevue Asset Management
Washington
$70K
CIAS
167
Capital Investment Advisory Services
North Carolina
$69K +$71.9K +1,100 +1,467%
AP
168
Advisors Preferred
Maryland
$69K +$75K +1,148 New
PIA
169
Powell Investment Advisors
Florida
$64K +$71.9K +1,100 New
RE
170
RBC Europe
United Kingdom
$63.1K +$19.2K +294 +37%
SFFS
171
Stonehage Fleming Financial Services
Jersey
$61K +$68.6K +1,050 New
SBL
172
Sargent Bickham Lagudis
Colorado
$59K +$65.7K +1,005 New
CCA
173
Column Capital Advisors
Indiana
$58K
OIA
174
Optimum Investment Advisors
Illinois
$58K
SAI
175
Systematic Alpha Investments
New Jersey
$58K +$65.3K +1,000 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.