We are live on ! Find out more
LIT icon

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
TCWM
201
Total Clarity Wealth Management
Illinois
$26K +$29.3K +448 New
FHC
202
First Horizon Corporation
Tennessee
$25K -$47.2K -722 -62%
DAM
203
Delta Asset Management
Tennessee
$25K
CCM
204
Covington Capital Management
California
$25K +$15.4K +235 +118%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$25K +$23.6K +361 +523%
NSIM
206
North Star Investment Management
Illinois
$24K +$26.7K +408 New
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$23K
AIP
208
Ameritas Investment Partners
Nebraska
$22K +$25.5K +390 New
PCG
209
Private Capital Group
Connecticut
$20K +$22.2K +340 New
FP
210
Fiduciary Planning
Florida
$19K +$4.9K +75 +30%
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$19K +$20.9K +320 New
GAM
212
Gemmer Asset Management
California
$18K +$19.8K +303 New
PA
213
Parallel Advisors
California
$18K +$19.8K +303 New
BW
214
Bison Wealth
Georgia
$17K +$980 +15 +5%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$17K +$6.53K +100 +53%
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$18.9K +290 New
BFC
217
Bedel Financial Consulting
Indiana
$16K
CCC
218
Crescent Capital Consulting
Louisiana
$16K +$18.3K +280 New
MWP
219
Meridian Wealth Partners
Pennsylvania
$16K +$18.3K +280 New
AIM
220
Anchor Investment Management
South Carolina
$15.8K +$14.4K +220 +440%
1IA
221
1834 Investment Advisors
Wisconsin
$15K +$457 +7 +3%
EDRH
222
Edmond de Rothschild Holding
Switzerland
$15K +$16.3K +250 New
BWM
223
Baystate Wealth Management
Massachusetts
$13K
MA
224
Montag & Associates
Georgia
$13K +$7.19K +110 +96%
HWA
225
HHM Wealth Advisors
Tennessee
$13K +$14.4K +220 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.