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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
Renaissance Technologies
201
Renaissance Technologies
New York
$414K -$2.74M -30,900 -86%
IA
202
IFP Advisors
Florida
$413K +$24.1K +272 +6%
GVAG
203
Great Valley Advisor Group
Delaware
$413K +$127K +1,436 +41%
DAS
204
Dynamic Advisor Solutions
Arizona
$412K -$345K -3,894 -44%
AFS
205
Access Financial Services
Minnesota
$404K +$424K +4,779 New
BPA
206
Beacon Pointe Advisors
California
$392K +$83.4K +941 +25%
APW
207
Aurora Private Wealth
New Jersey
$380K +$28.9K +326 +8%
NFG
208
Nations Financial Group
Iowa
$380K +$104K +1,173 +35%
CFA
209
Carroll Financial Associates
North Carolina
$376K +$11.3K +128 +3%
SW
210
SteelPeak Wealth
California
$375K +$67.1K +757 +21%
GCM
211
Goldstream Capital Management
Hong Kong
$374K +$393K +4,429 New
SAM
212
Secure Asset Management
Michigan
$370K +$166K +1,868 +74%
EWM
213
EPG Wealth Management
Georgia
$364K +$53.2K +600 +16%
TAM
214
Tocqueville Asset Management
New York
$363K
AWM
215
Apollon Wealth Management
South Carolina
$361K +$379K +4,277 New
CAG
216
Csenge Advisory Group
Florida
$356K -$443K -4,999 -50%
PCA
217
Personal Capital Advisors
California
$356K +$5.76K +65 +2%
AGA
218
Accuvest Global Advisors
Utah
$355K
MSAM
219
Moloney Securities Asset Management
Missouri
$351K +$78.9K +890 +27%
Financial Engines Advisors
220
Financial Engines Advisors
California
$350K +$112K +1,260 +44%
OFG
221
Oxford Financial Group
Indiana
$349K +$226K +2,544 +160%
RDFA
222
Ritter Daniher Financial Advisory
Ohio
$348K
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$340K -$42.4K -478 -11%
EFL
224
ERn Financial LLC
Wisconsin
$333K +$9.31K +105 +3%
SA
225
Strategic Advisors
New York
$329K +$346K +3,905 New

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.