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Global X Lithium & Battery Tech ETF

367 hedge funds and large institutions have $1.23B invested in Global X Lithium & Battery Tech ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 146 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 25

147% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 59

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

66% more capital invested

Capital invested by funds: $744M → $1.23B (+$489M)

23% more call options, than puts

Call options by funds: $88.8M | Put options by funds: $72.4M

18% more funds holding

Funds holding: 312367 (+55)

5.23% more ownership

Funds ownership: 20.71%25.94% (+5.2%)

Holders
367
Holders Change
+55
Holders Change %
+17.63%
% of All Funds
6.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
84
Increased
146
Reduced
59
Closed
25
Calls
$88.8M
Puts
$72.4M
Net Calls
+$16.4M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$357K +$95.3K +1,162 +36%
SC
177
Sierra Capital
Florida
$355K
GTAM
178
Global Trust Asset Management
Florida
$355K +$82 +1 +0%
B
179
Bailard
California
$353K +$353K +4,302 New
TAM
180
Tocqueville Asset Management
New York
$352K
MC
181
Moors & Cabot
Massachusetts
$346K +$347K +4,230 New
APW
182
Aurora Private Wealth
New Jersey
$342K +$21.4K +261 +7%
PCA
183
Personal Capital Advisors
California
$340K -$6.89K -84 -2%
RDFA
184
Ritter Daniher Financial Advisory
Ohio
$338K
AGA
185
Accuvest Global Advisors
Utah
$335K +$344K +4,200 New
EFL
186
ERn Financial LLC
Wisconsin
$315K +$315K +3,841 New
PFS
187
Prospera Financial Services
Texas
$306K +$306K +3,734 New
EWM
188
EPG Wealth Management
Georgia
$304K +$41.1K +501 +16%
AFM
189
Andesa Financial Management
Pennsylvania
$303K -$303K -3,700 -50%
BPA
190
Beacon Pointe Advisors
California
$303K -$2.71K -33 -0.9%
SW
191
SteelPeak Wealth
California
$302K +$18K +219 +6%
MAFM
192
Mid Atlantic Financial Management
Pennsylvania
$299K +$300K +3,654 New
AIA
193
Armor Investment Advisors
North Carolina
$290K +$138K +1,689 +91%
AWA
194
Acorn Wealth Advisors
Michigan
$285K +$285K +3,479 New
GVAG
195
Great Valley Advisor Group
Delaware
$284K +$284K +3,464 New
AAS
196
Avantax Advisory Services
Texas
$283K +$285K +3,471 New
ATFA
197
All Terrain Financial Advisors
Minnesota
$282K +$4.92K +60 +2%
EWM
198
Edge Wealth Management
New York
$281K
OCPWS
199
One Charles Private Wealth Services
Massachusetts
$281K +$11.6K +142 +4%
ECA
200
Elevated Capital Advisors
Utah
$281K +$281K +3,428 New

LIT Hedge Fund Activity: Q3 2021 in Review

367 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2021, worth a combined $1.23B — up 66% from $744M a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LIT positions and 25 closed out — a net gain of 59 holders — while 146 added to existing stakes and 59 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $148M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.43M.

  • 367 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2021, up from 312 in Q2 2021.
  • Funds reported $1.23B of Global X Lithium & Battery Tech ETF stock for Q3 2021, up 66% quarter-over-quarter.
  • 84 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2021 and 25 closed out, a net change of +59 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $148M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2021 was Commonwealth Equity Services, an estimated $7.43M sold.

Based on aggregated 13F filings for Q3 2021.