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Global X Lithium & Battery Tech ETF
LIT

Overview Fund Activity

311 hedge funds and large institutions have $743M invested in Global X Lithium & Battery Tech ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+43
Holders Change %
+16.04%
% 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
117
Reduced
50
Closed
30
Calls
$77.4M
Puts
$54.6M
Net Calls
+$22.8M
Net Calls Change
+$28.4M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$23.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.4M
3
LPL Financial
LPL Financial
California
+$7.73M
4
Barclays
Barclays
United Kingdom
+$6.58M
5
UBS Group
UBS Group
Switzerland
+$5.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.1M
2
PS
Portfolio Strategies
New York
-$15.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.18M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.6M
5
CF
Clarity Financial
Texas
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
151
Ritter Daniher Financial Advisory
Ohio
$299K +$72.5K +1,000 +32%
BCA
152
Berman Capital Advisors
Georgia
$297K – – –
GIA
153
Gladstone Institutional Advisory
Florida
$290K +$290K +4,006 New
UCFA
154
United Capital Financial Advisors
Texas
$285K -$43.4K -598 -13%
APW
155
Aurora Private Wealth
New Jersey
$284K -$25.5K -352 -8%
LWAC
156
Laurel Wealth Advisors (California)
California
$281K +$2.1K +29 +0.8%
SC
157
Sierra Capital
Florida
$280K – – –
BPA
158
Beacon Pointe Advisors
California
$271K +$271K +3,734 New
AA
159
AlphaMark Advisors
Kentucky
$261K +$18.1K +250 +7%
SWM
160
Spire Wealth Management
Virginia
$259K -$95K -1,173 -27%
FIA
161
FNY Investment Advisers
New York
$253K +$253K +3,500 New
SW
162
SteelPeak Wealth
California
$251K +$251K +3,465 New
WSCM
163
Wellington Shields Capital Management
New York
$250K – – –
EWM
164
Edge Wealth Management
New York
$248K – – –
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$247K +$109K +1,500 +79%
CSIC
166
Clifford Swan Investment Counsel
California
$245K +$245K +2,860 New
ATFA
167
All Terrain Financial Advisors
Minnesota
$245K +$245K +3,385 New
IIA
168
IPG Investment Advisors
California
$243K +$243K +3,349 New
PFO
169
Pathstone Family Office
New Jersey
$241K +$241K +3,332 New
OCPWS
170
One Charles Private Wealth Services
Massachusetts
$238K +$238K +3,291 New
AAP
171
Arax Advisory Partners
Colorado
$236K +$236K +3,253 New
AWA
172
Arkadios Wealth Advisors
Georgia
$234K -$41.2K -570 -15%
EWM
173
EPG Wealth Management
Georgia
$233K -$43.6K -600 -16%
IAIM
174
International Assets Investment Management
Florida
$229K +$63.3K +1,599 +38%
SS
175
Sunbelt Securities
Texas
$228K +$228K +2,950 New
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