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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
SS
176
Sunbelt Securities
Texas
$228K +$190K +2,950 New
VAM
177
Verity Asset Management
North Carolina
$227K -$27.9K -433 -12%
TF
178
Trek Financial
Arizona
$219K +$194K +3,016 New
ZF
179
Zhang Financial
Michigan
$218K +$194K +3,009 New
MIM
180
MTM Investment Management
South Carolina
$217K +$193K +3,000 New
JWCA
181
J.W. Cole Advisors
Florida
$209K +$185K +2,881 New
BFPW
182
BOK Financial Private Wealth
Colorado
$207K +$183K +2,850 New
HF
183
HRT Financial
New York
$203K +$181K +2,815 New
CAN
184
Claraphi Advisory Network
United States
$202K +$180K +2,793 New
SF
185
Synovus Financial
Georgia
$200K +$178K +2,759 New
AWM
186
AllSquare Wealth Management
New York
$199K -$8.04K -125 -4%
IA
187
IFP Advisors
Florida
$191K +$27K +420 +19%
CCM
188
Cribstone Capital Management
Maine
$184K
CH
189
Canton Hathaway
Rhode Island
$145K
Vontobel Holding
190
Vontobel Holding
Switzerland
$145K +$129K +2,000 New
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139K
AF
192
Allworth Financial
California
$135K +$38.4K +596 +47%
AIA
193
Armor Investment Advisors
North Carolina
$134K +$76.5K +1,188 +179%
AP
194
Advisors Preferred
Maryland
$128K +$40.7K +633 +55%
CCM
195
Covington Capital Management
California
$108K +$67.6K +1,050 +241%
GT
196
Glenmede Trust
Pennsylvania
$103K +$92.5K +1,437 New
CWAF
197
Core Wealth Advisors (Florida)
Florida
$101K -$123K -1,905 -58%
PIA
198
Powell Investment Advisors
Florida
$94K +$12.7K +198 +18%
Optiver Holding
199
Optiver Holding
Netherlands
$93K +$82.2K +1,277 New
CAAS
200
Capital Asset Advisory Services
Michigan
$89K +$21.3K +331 +37%

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.