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Global X Lithium & Battery Tech ETF

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: 269312 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.6M +$12.7M +198,053 +23%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$61.1M -$14.3M -221,512 -21%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$44.4M +$20.5M +319,025 +108%
LPL Financial
4
LPL Financial
California
$43.5M +$6.87M +106,692 +22%
UBS Group
5
UBS Group
Switzerland
$29.6M +$5.15M +79,979 +24%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$29.4M +$1.42M +22,111 +6%
Bank of America
7
Bank of America
North Carolina
$24.8M +$2.85M +44,224 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.6M +$3.32M +51,645 +18%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$23.9M +$3.58M +55,562 +20%
Wells Fargo
10
Wells Fargo
California
$22.8M +$3.34M +51,836 +20%
PS
11
Portfolio Strategies
New York
$22.3M -$14.1M -219,562 -42%
PP
12
Prudential plc
United Kingdom
$19.5M +$3.94M +61,240 +29%
Jane Street
13
Jane Street
New York
$18.2M +$740K +11,499 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.5M +$3.24M +50,270 +26%
Osaic Holdings
15
Osaic Holdings
Arizona
$14.7M +$2.11M +32,803 +19%
MFM
16
MD Financial Management
Ontario, Canada
$9.3M -$2.14M -33,210 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.96M +$2.07M +32,222 +42%
MWA
18
MFA Wealth Advisors
Pennsylvania
$7.72M +$123K +1,917 +2%
PAG
19
Private Advisor Group
New Jersey
$7.66M +$88.6K +1,377 +1%
CF
20
Clarity Financial
Texas
$7.49M -$2.79M -43,298 -30%
HighTower Advisors
21
HighTower Advisors
Illinois
$7.2M -$298K -4,631 -4%
Barclays
22
Barclays
United Kingdom
$6.97M +$5.85M +90,889 +1,688%
PI
23
PEAK6 Investments
Illinois
$6.09M +$1.77M +27,457 +49%
RJA
24
Raymond James & Associates
Florida
$6.08M +$1.9M +29,595 +54%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.08M -$4.97M -77,235 -48%

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.