We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

460 hedge funds and large institutions have $1.39B invested in Global X Lithium & Battery Tech ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 175 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 31

154% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more funds holding

Funds holding: 367460 (+93)

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$155M)

0.83% less ownership

Funds ownership: 25.94%25.11% (-0.83%)

3% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $54.9M

Holders
460
Holders Change
+93
Holders Change %
+25.34%
% of All Funds
7.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
131
Increased
175
Reduced
69
Closed
31
Calls
$53.2M
Puts
$54.9M
Net Calls
-$1.63M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$538K
ASFA
177
All Season Financial Advisors
Colorado
$535K -$13.7K -154 -2%
BCM
178
Barometer Capital Management
Ontario, Canada
$532K -$434K -4,900 -44%
OPS
179
Orion Portfolio Solutions
Nebraska
$528K +$264K +2,979 +91%
CCG
180
Chatham Capital Group
Georgia
$516K +$125K +1,406 +30%
CF
181
Centaurus Financial
California
$513K -$185K -2,092 -26%
WA
182
Waverly Advisors
Alabama
$498K +$28.8K +325 +5%
LWAC
183
Laurel Wealth Advisors (California)
California
$497K +$62.4K +704 +14%
BCM
184
BlueCrest Capital Management
Jersey
$496K -$27.8K -313 -5%
UCFA
185
United Capital Financial Advisors
Texas
$478K +$63K +710 +14%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$467K +$491K +5,536 New
GIA
187
Gladstone Institutional Advisory
Florida
$461K +$43.7K +493 +10%
EL
188
Essex LLC
Illinois
$460K +$16.4K +185 +4%
ST
189
Sentinel Trust
Texas
$457K +$480K +5,418 New
SG
190
Somerset Group
Minnesota
$456K +$479K +5,400 New
AAS
191
Avantax Advisory Services
Texas
$452K +$167K +1,879 +54%
GWM
192
Geneos Wealth Management
Colorado
$449K -$691K -7,794 -59%
PAS
193
Park Avenue Securities
New York
$439K +$461K +5,202 New
AIA
194
Armor Investment Advisors
North Carolina
$437K +$145K +1,635 +46%
WANY
195
Wealthspire Advisors (New York)
New York
$429K -$22.8K -257 -5%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K -$13.3K -150 -3%
NL
197
NWAM LLC
Washington
$425K +$21K +237 +5%
DA
198
DCF Advisers
Connecticut
$422K -$399K -4,500 -47%
WP
199
WealthSource Partners
California
$422K -$200K -2,260 -31%
PFS
200
Prospera Financial Services
Texas
$419K +$109K +1,232 +33%

LIT Hedge Fund Activity: Q4 2021 in Review

460 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2021, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new LIT positions and 31 closed out — a net gain of 100 holders — while 175 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $102M.

  • 460 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2021, up from 367 in Q3 2021.
  • Funds reported $1.39B of Global X Lithium & Battery Tech ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 131 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2021 and 31 closed out, a net change of +100 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2021 was Bank of America, an estimated $31.1M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2021.