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Global X Lithium & Battery Tech ETF
LIT

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: 269 → 312 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.5M
2
Morgan Stanley
Morgan Stanley
New York
+$12.7M
3
LPL Financial
LPL Financial
California
+$6.87M
4
Barclays
Barclays
United Kingdom
+$5.85M
5
UBS Group
UBS Group
Switzerland
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
2
PS
Portfolio Strategies
New York
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.38M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.97M
5
CF
Clarity Financial
Texas
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$87K – – –
SAI
202
Systematic Alpha Investments
New Jersey
$86K – – –
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$86K +$36.2K +562 +91%
SBL
204
Sargent Bickham Lagudis
Colorado
$84K +$10.1K +157 +16%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$81K +$26.3K +408 +58%
RE
206
RBC Europe
United Kingdom
$78.2K – – –
SFFS
207
Stonehage Fleming Financial Services
Jersey
$76K – – –
AWM
208
Activest Wealth Management
Florida
$75K -$28K -435 -30%
CCA
209
Column Capital Advisors
Indiana
$72K – – –
OIA
210
Optimum Investment Advisors
Illinois
$72K – – –
ST
211
Smithfield Trust
Pennsylvania
$68K – – –
CFGS
212
Concourse Financial Group Securities
Alabama
$67K +$14.8K +230 +33%
JPLA
213
Joseph P. Lucia & Associates
New York
$65K – – –
CFD
214
Creative Financial Designs
Indiana
$64K +$12.9K +200 +29%
AWM
215
Avior Wealth Management
Nebraska
$63K – – –
Franklin Resources
216
Franklin Resources
California
$62K – – –
BFA
217
Brendel Financial Advisors
New Hampshire
$62K +$54.7K +850 New
DZ Bank
218
DZ Bank
Germany
$61.4K – – –
HNB
219
Huntington National Bank
Ohio
$60K +$53.1K +825 New
FFG
220
Ford Financial Group
California
$58K +$52.3K +813 New
AF
221
Advisornet Financial
Minnesota
$53K +$772 +12 +2%
SSB
222
Sandy Spring Bank
Maryland
$52K – – –
GRP
223
Global Retirement Partners
California
$52K +$4.57K +71 +11%
TWM
224
Tradition Wealth Management
Minnesota
$51K – – –
FCM
225
Firestone Capital Management
Florida
$49K -$1.29K -20 -3%
7 8
9
10 11

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.