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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
SIM
151
Seaview Investment Managers
Florida
$303K +$44.4K +690 +20%
RDFA
152
Ritter Daniher Financial Advisory
Ohio
$299K +$64.4K +1,000 +32%
BCA
153
Berman Capital Advisors
Georgia
$297K
GIA
154
Gladstone Institutional Advisory
Florida
$290K +$258K +4,006 New
UCFA
155
United Capital Financial Advisors
Texas
$285K -$38.5K -598 -13%
APW
156
Aurora Private Wealth
New Jersey
$284K -$22.7K -352 -8%
LWAC
157
Laurel Wealth Advisors (California)
California
$281K +$1.87K +29 +0.8%
SC
158
Sierra Capital
Florida
$280K
BPA
159
Beacon Pointe Advisors
California
$271K +$240K +3,734 New
AA
160
AlphaMark Advisors
Kentucky
$261K +$16.1K +250 +7%
SWM
161
Spire Wealth Management
Virginia
$259K -$75.5K -1,173 -27%
FIA
162
FNY Investment Advisers
New York
$253K +$225K +3,500 New
SW
163
SteelPeak Wealth
California
$251K +$223K +3,465 New
WSCM
164
Wellington Shields Capital Management
New York
$250K
EWM
165
Edge Wealth Management
New York
$248K
CLOS
166
Compagnie Lombard Odier SCmA
Switzerland
$247K +$96.5K +1,500 +79%
CSIC
167
Clifford Swan Investment Counsel
California
$245K +$184K +2,860 New
ATFA
168
All Terrain Financial Advisors
Minnesota
$245K +$218K +3,385 New
IIA
169
IPG Investment Advisors
California
$243K +$216K +3,349 New
PFO
170
Pathstone Family Office
New Jersey
$241K +$214K +3,332 New
OCPWS
171
One Charles Private Wealth Services
Massachusetts
$238K +$212K +3,291 New
AAP
172
Arax Advisory Partners
Colorado
$236K +$209K +3,253 New
AWA
173
Arkadios Wealth Advisors
Georgia
$234K -$36.7K -570 -15%
EWM
174
EPG Wealth Management
Georgia
$233K -$38.6K -600 -16%
IAIM
175
International Assets Investment Management
Florida
$229K +$103K +1,599 +38%

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.