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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
ST
176
Smithfield Trust
Pennsylvania
$55K +$34.4K +527 +129%
JPLA
177
Joseph P. Lucia & Associates
New York
$53K -$1.83K -28 -3%
CAAS
178
Capital Asset Advisory Services
Michigan
$53K +$13.7K +209 +30%
AWM
179
Avior Wealth Management
Nebraska
$51K +$39.7K +607 +223%
Franklin Resources
180
Franklin Resources
California
$50K +$56.2K +860 New
DZ Bank
181
DZ Bank
Germany
$49.7K +$22.9K +350 +70%
SSB
182
Sandy Spring Bank
Maryland
$42K
AF
183
Advisornet Financial
Minnesota
$42K +$2.09K +32 +5%
TWM
184
Tradition Wealth Management
Minnesota
$42K +$46.4K +710 New
FCM
185
Firestone Capital Management
Florida
$41K +$1.31K +20 +3%
CFGS
186
Concourse Financial Group Securities
Alabama
$41K +$20.9K +320 +85%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$41K +$46.2K +707 New
CFD
188
Creative Financial Designs
Indiana
$40K +$18K +275 +67%
IF
189
Ironwood Financial
Arizona
$39K
AIA
190
Armor Investment Advisors
North Carolina
$39K +$43.3K +662 New
GRP
191
Global Retirement Partners
California
$38K +$24.4K +373 +138%
NIC
192
Northwest Investment Counselors
Oregon
$38K +$42.6K +652 New
BWA
193
BDO Wealth Advisors
Florida
$37K +$3.33K +51 +9%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$36K +$25.3K +387 +168%
BCWM
195
Bartlett & Co Wealth Management
Ohio
$35.1K
BC
196
Bartlett & Co
Ohio
$35K
FPS
197
Fieldpoint Private Securities
Connecticut
$35K
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$35K +$6.53K +100 +20%
SIM
199
Sonora Investment Management
Arizona
$31K +$8.82K +135 +34%
GWSG
200
GPS Wealth Strategies Group
Colorado
$29K +$32.7K +500 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.